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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001578242-24-000002
Filing Date
2024-05-14
Accepted
2024-05-14 13:05:08
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2025
2 cwm1q24.html INFORMATION TABLE  
2 cwm1q24.xml INFORMATION TABLE 102730
  Complete submission text file 0001578242-24-000002.txt   105948
Mailing Address 47 MAPLE STREET, SUITE 201 SUMMIT NJ 07901
Business Address 47 MAPLE STREET, SUITE 201 SUMMIT NJ 07901 908 206 1306
Circle Wealth Management, LLC (Filer) CIK: 0001578242 (see all company filings)

IRS No.: 208168874 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-18054 | Film No.: 24942626