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Circle Wealth Management, LLC Employee Directory

Investment ManagementNew Jersey, United States11-50 Employees

Circle Wealth Management, LLC is an investment management firm based in Summit, New Jersey. It describes its work as empowering clients to achieve their financial goals through a collaborative process that respects their values and priorities. The firm has a relatively small team, suggesting a relationship-driven approach to client service.

Within the investment management industry, the company serves clients seeking a values-driven, collaborative path to wealth management. In 2020, Circle Wealth Management was named to the Financial Times 300 Top Registered Investment Advisers. The firm maintains a website at circlewm.com.

Find Circle Wealth Management, LLC employees' phone numbers or email addresses

Circle Wealth Management, LLC Global Highlights

Location
Employees

North America
41

Minus sign iconPlus sign icon
  • United States Of America
    40
  • Nicaragua
    1

Circle Wealth Management, LLC's Leadership

  • Stylized image of a person
    M. S.
    Chief Of Staff
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Partner Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. G.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. F.
    Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. F.
    Intern
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. E.
    Financial Analyst
    Phone icon
    Mobile Phone

Circle Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Business

Contact profiles from Circle Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Partner Chief Compliance Officer
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    R. G.
    Managing Partner
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. S.
    Chief Of Staff
    Phone icon
    Mobile Phone
    Sep 26, 2024
  • Stylized image of a person
    S. A.
    Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    E. F.
    Analyst
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. F.
    Intern
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. E.
    Financial Analyst
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Circle Wealth Management, LLC known for?

Minus sign iconPlus sign iconCircle Wealth Management, LLC was founded in 2007 operates in the Investment Management industry. Explore Circle Wealth Management, LLC's company overview page for more information.

What is Circle Wealth Management, LLC's most common email format?

Minus sign iconPlus sign iconCircle Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Circle Wealth Management, LLC email formats with LeadIQ.

How many employees does Circle Wealth Management, LLC have currently?

Minus sign iconPlus sign iconCircle Wealth Management, LLC has approximately 25 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Circle Wealth Management, LLC's key employees and leadership?

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As of July 2026, Circle Wealth Management, LLC's key employees include:

  • Chief Of Staff: M. S.
  • Partner Chief Compliance Officer: K. B.
  • Managing Partner: R. G.
  • Manager: S. A.
  • Analyst: E. F.

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