Form ADV, Part 2A Firm Brochure
This Brochure provides information about the qualifications and business practices of Circle Wealth Management, LLC. If you have any questions about the contents of this Brochure, please contact us at (908) 206-1306. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Circle Wealth Management, LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. References to Circle Wealth Management, LLC being a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training.
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