Simranjot Bachal
Circuit Wealth · Burlingame, California
Simranjot Bachal is a fee-only financial advisor at Circuit Wealth in Burlingame, California, who holds the CFA, CFP and MBA credentials. Circuit Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Circuit Wealth |
|---|---|
| Based in | Burlingame, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.2M across 2 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative · CRD 6579513 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Simranjot's firm compares
- Circuit Wealth's average account is about $620,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Simranjot
Is Simranjot Bachal a fee-only financial advisor?
Yes. Simranjot Bachal is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Simranjot's firm.
How does Simranjot charge for financial advice?
Simranjot's firm, Circuit Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Simranjot Bachal based?
Simranjot Bachal is based in Burlingame, California.
What credentials does Simranjot Bachal hold?
Simranjot Bachal holds the CFA, CFP and MBA credentials.
Is Simranjot Bachal registered with the SEC?
Yes. Simranjot Bachal is registered as an investment adviser representative (CRD 6579513), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Circuit Wealth manage?
Circuit Wealth reports $1.2M across 2 accounts in assets under management.
How do I contact Simranjot Bachal?
Contact details aren't on file yet. Search for Circuit Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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