CIRCLE R WEALTH LLC

Overview

Circle R Wealth LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm functions as a capital allocator—selecting third-party managers in addition to managing portfolios directly—and offers fee arrangements that include percentage-of-AUM billing, fixed fees and other fee mixes. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection and oversight of external advisers. The firm reports incorporating ESG considerations into its process and identifies equities as its primary preference.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices