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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001578242-23-000001
Filing Date
2023-02-13
Accepted
2023-02-13 14:45:01
Documents
2
Period of Report
2022-12-31
Effectiveness Date
2023-02-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2024
2 cwm4q22.html INFORMATION TABLE  
2 cwm4q22.xml INFORMATION TABLE 84494
  Complete submission text file 0001578242-23-000001.txt   87678
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.: 23617235