0001578242-23-000003.txt : 20230811
0001578242-23-000003.hdr.sgml : 20230811
20230811130556
ACCESSION NUMBER: 0001578242-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230811
EFFECTIVENESS DATE: 20230811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Circle Wealth Management, LLC
CENTRAL INDEX KEY: 0001578242
IRS NUMBER: 208168874
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18054
FILM NUMBER: 231162755
BUSINESS ADDRESS:
STREET 1: 47 MAPLE STREET, SUITE 201
CITY: SUMMIT
STATE: NJ
ZIP: 07901
BUSINESS PHONE: 908 206 1306
MAIL ADDRESS:
STREET 1: 47 MAPLE STREET, SUITE 201
CITY: SUMMIT
STATE: NJ
ZIP: 07901
13F-HR
1
primary_doc.xml
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0001578242
XXXXXXXX
06-30-2023
06-30-2023
Circle Wealth Management, LLC
47 MAPLE STREET, SUITE 201
SUMMIT
NJ
07901
13F HOLDINGS REPORT
028-18054
000142878
801-67841
N
Kristen Breault
Chief Compliance Officer
908-206-1306
Kristen Breault
Summit
NJ
08-11-2023
0
159
756055780
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