CRD: 291604
Circle City Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-12-2017
- Office Locations
- 1
Office Locations
About Circle City Wealth Management LLC
Circle City Wealth Management is a fee-only, fiduciary RIA providing investment advisory and comprehensive financial planning for individuals across life stages. The firm emphasizes objective, conflict-free advice (no commission products) with portfolios built primarily using public funds and some ETFs, and offers planning support such as tax, estate, and charitable strategies. Custody is through Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 106 clients, or 106 clients per representative. That equates to $903.2K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Circle City Wealth Management LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Circle City Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD JOSEPH RIDENOUR
Chief Compliance Officer, Managing Member, President
- CRD
- #3165629
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,739,367 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,739,367 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Circle City Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.