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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 17, 2025 and April 8, 2026, reported AUM increased 12.7%, from $12.5B to $14.1B.
Across 5 reported observations, AUM increased 311.2% between March 31, 2022 and April 8, 2026, from $3.4B to $14.1B.
Of the latest reported AUM, 67.4% is discretionary and 32.6% is non-discretionary.
The firm reports 11 advisory representatives and 380 clients, or 34.5 clients per representative. That equates to $37.0M in reported AUM per client.
The profile lists 2 reported office locations and 19 years in operation. The source data was last updated on April 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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- Investment Vehicles
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The full Circle Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Circle Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Circle Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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