# Open Circle Wealth Partners

Open Circle Wealth Partners is a RIA based in North Haven.

## Overview

- **Organization type:** RIA
- **Headquarters:** North Haven
- **Assets under management:** Undisclosed
- **Website:** https://opencirclewealth.com

## Regulatory record

- **CRD number:** 150623
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150623

## About

OPEN CIRCLE WEALTH PARTNERS is a state-registered investment adviser in NORTH HAVEN, CT. The firm manages approximately $38 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Open Circle Wealth Partners?

No named principals or investment professionals have been publicly identified. The firm does not disclose leadership on any public platform. Without named operators, the decision-making structure remains unknown.

### What investment stages does Open Circle Wealth Partners typically target?

No investment stage preferences have been disclosed. The firm has no publicly recorded portfolio companies, deal activity, or strategy documentation. All investment parameters remain unverifiable.

### Does Open Circle Wealth Partners participate in fund commitments or only direct deals?

No fund commitments or direct investments have been publicly recorded. The firm's investment vehicle structure is unknown. All deal participation patterns remain undisclosed.

## Related profiles

- [Arlen Wealth Management](https://altss.com/profile/arlen-wealth-management-llc)
- [Redwood Grove Wealth Management](https://altss.com/profile/redwood-grove-wealth-management)

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Last updated: 2026-07-09T00:59:37.057Z

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