Circuit Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,240,000
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$620,000
About
Circuit Wealth LLC provides fee‑only wealth management and comprehensive financial planning to individual and high‑net‑worth clients, offering investment management alongside retirement, estate, tax, insurance, and business planning services. Unlike many independent advisers that also serve mass‑market individual clients, the firm does not target non‑HNW individual clients and currently manages a very small number of client relationships.
The firm’s investment approach centers on asset allocation and a mix of passive and active fund selections, using fundamental, technical, and cyclical analysis to select stocks, bonds, mutual funds, and ETFs; positions are generally held long term with shorter‑term trades employed when appropriate. Clients may engage the firm on a discretionary or non‑discretionary basis, and financial planning outputs are integrated into portfolio construction and ongoing monitoring.
Distinctive aspects include the firm’s small scale and recent formation, with modest assets under management and only a couple of client relationships, which the brochure highlights as shaping its operational profile. The principal also maintains an outside tax‑preparation practice and the firm relies on a single digital custodian platform — both disclosed as potential sources of referral relationships or operational concentration and addressed in the firm’s conflict‑of‑interest disclosures.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.60%
Account minimum: $500,000 Fee-only: Initial financial planning fee up to $2,500 plus ongoing monthly fees ranging from $400 to $1,200
Main office location
Circuit Wealth LLC
851 Burlway Rd., Ste 306
Burlingame CA 94010, United States
Number of offices
1
Most active in
Circuit Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")