# CIRCLE ONE WEALTH MANAGEMENT, LLC

CIRCLE ONE WEALTH MANAGEMENT, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 152626
- Type: SEC-registered investment adviser
- SEC file number: 801-70971
- Location: 525 N TRYON ST, SUITE 1600, CHARLOTTE, NC, 28202
- Phone: 704-895-6133
- Latest filing: 2012-03-28
- Regulatory AUM: $182.0M
- Discretionary AUM: $132.0M
- Non-discretionary AUM: $50.0M
- Clients: 11
- Accounts: 1,289

## Officers, owners & control persons (12)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152626/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152626/similar
- Related entities: https://search.stillhousedata.com/firm/152626/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152626

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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.