# CIRCLE CITY WEALTH MANAGEMENT LLC

CIRCLE CITY WEALTH MANAGEMENT LLC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 291604
- Type: SEC-registered investment adviser
- Location: 600 EAST CARMEL DRIVE, CARMEL, IN, 46032
- Phone: (317) 734-0375
- Latest filing: 2026-03-05
- Regulatory AUM: $95.7M
- Discretionary AUM: $95.7M
- Clients: 1
- Accounts: 263

## Business model

- Compensation: Fixed, Other
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291604/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291604/similar
- Related entities: https://search.stillhousedata.com/firm/291604/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291604

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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.