CIRCUIT WEALTH LLC

Overview

Circuit Wealth LLC is a small, owner-operated registered investment adviser organized as a limited liability company. The firm provides financial planning and portfolio management services aimed at individuals and small businesses. Its stated fee structure combines percentage-of-assets and fixed-fee arrangements, and it reports discretionary management authority over client assets. Circuit Wealth leans conservative in its public filing: the vast majority of assets are held in cash and cash equivalents, and the adviser does not identify itself as an active ESG investor. The firm is not structured as a multi-state adviser and does not act as a pension consultant or a capital allocator to third‑party alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices