Multi-Family OfficeRIA · CRD 335718

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Circuit Wealth LLC

CIRCUIT WEALTH LLC is a state-registered investment adviser in BURLINGAME, CA. It manages approximately $1 million in regulatory assets. The firm has 1...

Circuit Wealth LLC

CIRCUIT WEALTH LLC is a state-registered investment adviser in BURLINGAME, CA. It manages approximately $1 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who runs investment decisions at Circuit Wealth?

Circuit Wealth LLC does not publicly disclose its investment leadership or decision-making structure. No named principals, CIO, or investment committee members appear in public records. This opacity is typical for many multi-family offices that prioritize client privacy.

Does Circuit Wealth make direct investments or commit to external funds?

The firm's investment approach — direct co-investments, fund-of-funds, or advisory — is not disclosed. Without public records, it is unclear whether Circuit Wealth participates directly in deals or allocates capital to third-party managers.

What is Circuit Wealth's known posture on co-investments alongside external GPs?

No public information exists regarding Circuit Wealth's stance on co-investments. Without confirmed deal activity or public statements, it is impossible to determine whether the firm pursues co-investments or relies on fund commitments.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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