# CIRCLE WEALTH MANAGEMENT, LLC

CIRCLE WEALTH MANAGEMENT, LLC of SUMMIT, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 142878
- Type: SEC-registered investment adviser
- SEC file number: 801-67841
- Location: 47 MAPLE STREET, SUITE 201, SUMMIT, NJ, 07901
- Phone: 908-206-1306
- Latest filing: 2026-04-08
- Regulatory AUM: $14.1B
- Discretionary AUM: $9.5B
- Non-discretionary AUM: $4.6B
- Clients: 23
- Accounts: 1,138

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Maria Lourdes Kattan-Chrin | CEO/MANAGING PARTNER; MEMBER | — |
| Kristen Anne Breault | CHIEF COMPLIANCE OFFICER, PARTNER | — |
| John Robert Chrin | MEMBER | — |
| Daniel Michael Flath | MEMBER | — |
| CHRIN MARIA LOURDES | CEO/MANAGING PARTNER; CHIEF COMPLIANCE OFFICER; MEMBER | — |
| BREAULT KRISTEN ANNE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER; MEMBER | — |
| RIBBECKE WILLIAM WALTON | MEMBER | — |
| KATTAN-CHRIN MARIA LOURDES | CEO/MANAGING PARTNER; MEMBER | — |
| KAPLAN ANN FRANCES | MEMBER | — |
| CHRIN JOHN ROBERT | MEMBER | — |
| Flath Daniel Michael | MANAGING DIRECTOR; MEMBER; VICE PRESIDENT | — |
| Cherashore Lindsay Ann | VICE PRESIDENT | — |
| SHENLOOGIAN LAUREN M | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142878/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142878/similar
- Related entities: https://search.stillhousedata.com/firm/142878/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142878

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.