This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- CapitalUnison
- Established Date
- 05-01-2009
- Office Locations
- 1
Office Locations
About Open Circle Wealth Partners
Open Circle Wealth Partners is a Connecticut-based RIA helping clients design, build, and protect their financial lives through integrated financial planning and investment management, with a stated emphasis on market guidance and tax strategies. The firm commonly serves business owners, entrepreneurs, and physicians and builds tax-aware, asset-allocation portfolios using public funds and fixed income. Custody is available at Charles Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALEX LINDSAY MADLENER
Chief Compliance Officer, Chief Executive Officer, Managing Member, PRINCIPAL
- CRD
- #730694
- Ownership
- 75% or more
ALEJANDRA VIDELA MADLENER
Founder, Managing Principal
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ANDREW MADLENER
--
- CRD
- #6548254
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,384,849 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,384,849 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $38,384,849
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $806,223,269 | 17.9% |
| Cash | $1,306,171,777 | 29.0% |
| U.S. Government/Agency | $1,098,985,909 | 24.4% |
| Equity - Exchange | $864,775,797 | 19.2% |
| Municipal Bonds | $427,883,859 | 9.5% |
| Total | $4,504,040,611 | 100.0% |