CIRCLE ONE WEALTH MANAGEMENT, LLC
SEC file number 801-70971
· CHARLOTTE, NC
https://circleone.co ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$182M
Discretionary AUM
$132M
Employees
—
Clients
—
Firm
- Address
- 525 N TRYON ST
CHARLOTTE, NC 28202 - Phone
- —
- Website
- https://circleone.co
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M