Circuit Wealth LLC

Overview

Circuit Wealth LLC is a small, individual-owned advisory firm operating as a limited liability company. Its stated advisory activities are financial planning and portfolio management for individuals and small businesses. Compensation is billed as a percentage of assets under management and via fixed fees. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and is not listed as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives