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.
View Top Employees from Circle Wealth Management, LLC| Website | http://www.circlewm.com |
| Revenue | $5 million |
| Employees | 22 (22 on RocketReach) |
| Founded | 2007 |
| Address | 47 Maple Street Suite 201, Summit, New Jersey 07901, US |
| Phone | (212) 283-1000 |
| Technologies |
JavaScript,
HTML,
Twitter
+16 more
(view full list)
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| Industry | Investment Management, Business Services General, Wealth Advisory, Business Services |
| Web Rank | 21 Million |
| Keywords | Circle Wealth Management |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies |
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Circle Wealth Management, LLC Questions
The Circle Wealth Management, LLC annual revenue was $5 million in 2024.
Jennifer Geoghegan is the COO of Circle Wealth Management, LLC.
22 people are employed at Circle Wealth Management, LLC.
Circle Wealth Management, LLC is based in Summit, New Jersey.
The NAICS codes for Circle Wealth Management, LLC are [561, 561110, 5611, 56, 56111].
The SIC codes for Circle Wealth Management, LLC are [874, 87].
Top Circle Wealth Management, LLC Employees
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25
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25+
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15
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22
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ViewDaniel Flath
Managing Director at Circle Wealth Management, LLC
New York, New York, United States3 -
35+
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44
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22
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ViewDaniel Flath
Managing Director at Circle Wealth Management, LLC
New York, New York, United States11
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