Chief Compliance Officer

0001578242-19-000004.txt : 20191115 0001578242-19-000004.hdr.sgml : 20191115 20191115153451 ACCESSION NUMBER: 0001578242-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191115 DATE AS OF CHANGE: 20191115 EFFECTIVENESS DATE: 20191115 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: 191224374 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 13F-HR LIVE false false false 0001578242 XXXXXXXX 09-30-2019 09-30-2019 Circle Wealth Management, LLC

47 MAPLE STREET, SUITE 201 SUMMIT NJ 07901

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