CIRCLE ONE WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 152626). Regulatory assets under management: $182.0M.
| Name | Role | Location |
|---|---|---|
| LAKIAN JOHN ROBIN | DIRECTOR & CHAIRMAN; OWNER | — |
| BLAU ERIC CHARLES | PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| STOREY MARY ELLEN | CHIEF COMPLIANCE OFFICER | — |
| LAMM DIANE WILSON | CHIEF OPERATING OFFICER | — |
| OSUNKWO DAVID IJEOMA | CHIEF COMPLIANCE OFFICER | — |
| PECK RICHARD DAVID | MEMBER & DIRECTOR; TRUSTEE | — |
| BELL JASON DEWANDE | MEMBER | — |
| BLACKARD FRANK STUART | MEMBER | — |
| ROE PETER TOMLINSON | CHIEF COMPLIANCE OFFICER & MEMBER | — |
| TODD-PECK VIRGINA RAE | TRUSTEE | — |
| TODD-PECK VIRGINA R | TRUSTEE | — |
| ROBERTSON LESLIE S | CHIEF COMPLIANCE OFFICER | — |