# OPEN CIRCLE WEALTH PARTNERS

OPEN CIRCLE WEALTH PARTNERS of NORTH HAVEN, CT is an SEC-registered investment adviser.

## Registration

- CRD: 150623
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150623/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150623/similar
- Related entities: https://search.stillhousedata.com/firm/150623/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150623

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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.