OPEN CIRCLE WEALTH PARTNERS

OPEN CIRCLE WEALTH PARTNERS of NORTH HAVEN, CT is an SEC-registered investment adviser (CRD 150623). Regulatory assets under management: $38.4M.

Registration

• CRD: 150623
• Type: Registered investment adviser
• Location: 36 STATE STREET, SUITE 2, NORTH HAVEN, CT, 06473
• Phone: 203-985-0448
• Latest filing: 2026-03-11
• Regulatory AUM: $38.4M
• Discretionary AUM: $38.4M
• Clients: 2
• Accounts: 75

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search