OPEN CIRCLE WEALTH PARTNERS

Overview

Open Circle Wealth Partners is a small, client-focused registered investment adviser operating as an LLC that concentrates on serving individual and family clients. The firm manages client relationships on a discretionary basis and structures billing through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Its advisory activities list portfolio management for individuals and small businesses and includes pension consulting services. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser. Investment approach leans toward pooled public vehicles as the core building blocks of client portfolios, with a meaningful allocation to third-party alternative managers to complement those holdings. Given the small client base and average client size, the firm appears to tailor allocations to high-net-worth households, combining traditional mutual fund exposure with selected alternative strategies for diversification and return enhancement.

Assets & Accounts

Investments & Alternatives

Location & Offices