# Circle R Wealth LLC

> Circle R Wealth LLC is a state-registered investment advisory firm in Crivitz, WI, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 135993
- Filed as: CIRCLE R WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Crivitz, WI
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135993
- AdvisorCensus page: https://advisorcensus.com/firm/circle-r-wealth-llc-crivitz-wi-135993

## Quick answers

**How is Circle R Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Circle R Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Circle R Wealth LLC located?**
Circle R Wealth LLC's principal office is in Crivitz, WI, according to its Form ADV.

**Is Circle R Wealth LLC registered with the SEC or a state?**
Circle R Wealth LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 135993.

**How much does Circle R Wealth LLC manage?**
Circle R Wealth LLC reports $11,334,491 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (0% discretionary).

**What types of clients does Circle R Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); other (6); high net worth individuals (1).

**Does Circle R Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135993

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $11,334,491
- Discretionary: $0
- Non-discretionary: $11,334,491

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $7,977,754 |
| High net worth individuals | 1 | $1,595,986 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 6 | $1,760,751 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- circlerwealthllc.com
- Facebook @401KPLANADVISORS
- LinkedIn @2292183

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Circle R Wealth LLC (CRD 135993): Form ADV filing data as of October 2026.