CIRCLE CITY WEALTH MANAGEMENT LLC

Overview

Circle City Wealth Management LLC is an independent registered investment adviser that concentrates on serving individuals, families and small-business owners. The firm provides financial planning and ongoing portfolio management, operating primarily under a fixed-fee or other fee arrangement and managing client assets on a discretionary basis. It reports no emphasis on ESG integration and does not present itself as a multi-state or pension consultant adviser. Investment activity centers on pooled public vehicles—mutual funds and other public funds—driving the majority of client allocations. Portfolios are custodied at Fidelity Brokerage Services LLC, and the firm appears to favor standardized managed solutions that are simple to administer across a modest client base rather than bespoke institutional-style capital allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices