Adam Paul Cornwall
Investment adviser representative at Circle Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$14.1BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Circle Wealth Management, LLCJul 2025 to now
- Wells FargoJun 2024 to Aug 2024
- Canadian Imperial Bank of CommerceMay 2023 to Aug 2023
- Pond Lehocky, LLPDec 2022 to Feb 2023
- Carnegie Mellon UniversityAug 2021 to May 2025
- Council Rock High School SouthAug 2017 to Jun 2021
- Council Rock Holland Middle SchoolSep 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Circle Wealth Management, LLC
$14.1BAssets managed
380Clients
10Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7758594
- Firm CRD
- 142878