Circle Wealth Management, LLC Employee Directory

Q: What is Circle Wealth Management, LLC known for?

Circle Wealth Management, LLC was founded in 2007. Circle Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementNew Jersey, United States11-50 Employees

At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.

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

Circle Wealth Management, LLC Global Highlights

North America
40

United States Of America
39
Nicaragua
1

Asia
1

Israel
1

Circle Wealth Management, LLC's Leadership

D. W.
Chief Operating Officer
Mobile Phone
Email
M. S.
Chief Of Staff
Mobile Phone
Email
M. S.
Chief Of Staff
Mobile Phone
Email
E. N. K.
Vp Business Operations & Strategy
Mobile Phone
Email
D. F.
Partner
Mobile Phone
Email
M. L. C.
Managing Partner
Mobile Phone
Email
J. C.
Partner
Mobile Phone
Email
K. B.
Partner Chief Compliance Officer
Mobile Phone
Email

Circle Wealth Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Finance
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Circle Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

T. E.
Financial Analyst
Mobile Phone
Email
Oct 18, 2024
W. S.
Financial Operations Analyst
Mobile Phone
Email
United StatesPennsylvania
Jul 26, 2024

Frequently Asked Questions

What is Circle Wealth Management, LLC known for?

Circle Wealth Management, LLC was founded in 2007 operates in the Investment Management industry. The company's main headquarters is located in 47 Maple Street Suite 201 Summit, New Jersey 07901 United States. Explore Circle Wealth Management, LLC's company overview page for more information.

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

Circle 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?

Circle Wealth Management, LLC has approximately 24 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Chief Operating Officer: D. W.
Chief Of Staff: M. S.
Chief Of Staff: M. S.
Vp Business Operations & Strategy: E. N. K.
Partner: D. F.

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