# Circuit Wealth LLC

Circuit Wealth LLC is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335718
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335718

## About

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.

## 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.

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- [Pillar Financial Planning](https://altss.com/profile/pillar-financial-planning)
- [Willcox Wealth Management](https://altss.com/profile/willcox-wealth-management)

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Last updated: 2026-07-06T01:24:14.126Z

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