RIA Intel›Advisers›Wisconsin›CIRCLE R WEALTH LLC

CIRCLE R WEALTH LLC

Advisory

CRIVITZ, WI

Data as of May 15, 2026 · Source: SEC Form ADV

Average account

$192K

across 59 accounts

AUM per adviser

$11M

1 adviser

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$11M

Discretionary %

0%

Clients

59

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients59

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

PREPARED FINANCIAL PLANNING LLC

$11M

MILLER, RANDALL LEE

$11M

DENNY, BARRY T.

$11M

FREEDOM INVESTORS CORP.

BROOKFIELD, WI

$12M

-79.5% 1Y

ARNOLD INVESTMENT COUNSEL INC

DELAFIELD, WI

$12M

-26.2% 1Y

BOBERSKI & CO

SISTER BAY, WI

$12M

-5.0% 1Y

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