$11.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Axos · Charles Schwab & Company · Merrill Lynch · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Matrix elementQuantum +more
- Established Date
- 08-11-2005
- Office Locations
- 1
Office Locations
117 N US Highway 141 Crivitz WI
About Circle R Wealth LLC
Circle R Wealth LLC is a Crivitz-based RIA. The firm has been operating for 20 years. Managing $11.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Axos. Services offered include Asset Accumulation Strategies, Asset Management, Business Succession.
Team overview
60 AVG AGE
$11.3M AVG AUM / ADVISOR
$96.1K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Open the full profile to inspect shifts in element timber.
Open the full profile to inspect shifts in vector capital.
Request access to benchmark trends tied to crest.
See the complete signal summary connected to element.
Premium access reveals conviction themes in ember element north.
Unlock to compare peer behavior around foundation optima.
Upgrade to reveal position-level detail across radial harbor.
Open the full profile to inspect shifts in matrix north.
Accredited Investors
Unison
Asset Classes
Vertex frontier Peak frontier Catalyst Frontier Harbor Horizon Focus Alpha Capital Atlas
Client Personas
Quantum Glacier
Custodian
Insight Oak focus Zenith beacon Vital Catalyst Zenith unison Element Atlas fusion Unison bridge Legacy Insight Atlas pathway Quantum Eagle Vital Vector Oak Vertex
Investment Themes
Quantum quantum Peak Capital Glacier Summit Crest
Investment Vehicles
Vertex
Services
Unison alpha Capital Optima alpha Pioneer Insight Catalyst catalyst Ridge momentum Vector Bridge bridge Meridian ridge North Vector summit Atlas Fusion Fusion north
Technology
Atlas Prime wave Peak atlas
Owner & Executives
A
ANTHONY FRANK KRANCE
Advisor, Managing Member
- CRD
- #2285821
- Ownership
- 75% or more
(823) 641-9995
meridian.prime@oakcapital.com
in linkedin.com/in/focus-bridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,334,491 | -- |
| Total | $11,334,491 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,334,491
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,377,252,637 | 100.0% |
| Total | $8,377,252,637 | 100.0% |