CRD: 291604
Circle City Wealth Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD JOSEPH RIDENOUR
Chief Compliance Officer, Managing Member, President
- CRD
- #3165629
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,739,367 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,739,367 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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