CIRCLE R WEALTH LLC

CIRCLE R WEALTH LLC of CRIVITZ, WI is an SEC-registered investment adviser (CRD 135993). Regulatory assets under management: $11.3M.

Registration

• CRD: 135993
• Type: Registered investment adviser
• Location: 117 N US HIGHWAY 141, CRIVITZ, WI, 54114
• Phone: 715-927-5031
• Latest filing: 2026-05-15
• Regulatory AUM: $11.3M
• Non-discretionary AUM: $11.3M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135993 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search