CIRCUIT WEALTH LLC

CIRCUIT WEALTH LLC of BURLINGAME, CA is an SEC-registered investment adviser (CRD 335718). Regulatory assets under management: $1.2M.

Registration

• CRD: 335718
• Type: Registered investment adviser
• Location: 851 BURLWAY RD., STE 306, BURLINGAME, CA, 94010
• Phone: 650-220-7555
• Latest filing: 2026-03-26
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Fixed.

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 335718 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search