CIRCLE CITY WEALTH MANAGEMENT LLC

CIRCLE CITY WEALTH MANAGEMENT LLC of CARMEL, IN is an SEC-registered investment adviser (CRD 291604). Regulatory assets under management: $95.7M.

Registration

• CRD: 291604
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291604 on SEC IAPD (source of record)
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