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Circle City Wealth Management LLC

Financial planning in Carmel, IN

State registeredNo commissions reported

Call (317) 734-0375Send a messageMap ↗

Public-record details

Address
600 East Carmel Drive, Carmel, IN 46032
Phone
(317) 734-0375
Listed under
Financial planning, Flat / fixed fees
CRD number
291604
Registration
State registered: IN
Compensation (Form ADV 5.E)
Fixed fees; Other (Flat Dollar Amount)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$95.7 million
Accounts managed
263
Clients reported (Form ADV 5.D)
104
Individual / high-net-worth clients
78 / 26
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-05

State registered (IN) investment adviser, CRD 291604, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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