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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2007
- Office Locations
- 2
Office Locations
About Circle Wealth Management, LLC
Circle Wealth Management is an RIA serving retail and institutional clients with a collaborative, values-based planning process. The firm provides financial planning and portfolio construction, with tax, estate, and insurance planning support. Portfolios use ETFs and mutual funds alongside public and alternative exposures, with risk management and ESG/SRI considerations. Custody relationships include Schwab and J.P. Morgan, with an emphasis on confidentiality and data integrity.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN ROBERT CHRIN
Partner
- CRD
- #2673970
- Ownership
- 10% but less than 25%
KRISTEN ANNE BREAULT
Chief Compliance Officer, PARTNER
- CRD
- #2766931
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Ted George Brown
Analyst
- CRD
- #8015698
Theodore M Cambilis
Vice President
- CRD
- #6641611
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,475,666,617 | $12,210,911 |
| Non-Discretionary | $4,590,725,476 | $12,681,562 |
| Total | $14,066,392,093 | $12,360,626 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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