Insights

RIA Growth Independent, fee-only RIA with multi-state presence and $1.1B AUM as of 2019 indicates scale and cross-state needs. Potential sales angle: expand advisory services, onboarding high-net-worth families, and fiduciary-focused solutions across new markets.

Expansion Potential Offices in New York, New Jersey, Florida, and Oregon suggest geographic growth opportunities. Target expansion-friendly services, integration partnerships, and localized wealth planning offerings to deepen client relationships in these regions.

Recognition Drive Five Star Wealth Manager awards for advisory teams signal credibility and client satisfaction. Leverage in outreach to showcase performance, expand marketing collaborations, and propose scalable service models to attract new clients seeking trusted guidance.

Technology Stack Usage of Salesforce, Drupal, Chart.js and other tools indicates a modern tech backbone. Propose advanced digital onboarding, client portal enhancements, and data-driven reporting to differentiate and upsell advisory capabilities.

Growth and Talent Active hiring of senior roles (President, Directors, COO) between 2020–2021 shows growth and succession planning. Offer support in operating efficiency, wealth services expansion, and compliance/compliance tech to sustain scalable growth.

Round Table Wealth Management Tech Stack

Round Table Wealth Management uses 8 technology products and services including Fusion Ads, Drupal, Salesforce, and more. Explore Round Table Wealth Management's tech stack below.

Fusion Ads

Advertising

Drupal

Content Management System

Salesforce

Customer Relationship Management

Font Awesome

Font Scripts

Twemoji

Font Scripts

Backbone.js

Javascript Frameworks

Chart.js

Javascript Graphics

Underscore.js

Javascript Libraries

Round Table Wealth Management Email Formats	Example	Percentage
First@roundtablewealth.com	John@roundtablewealth.com	75%
Last@roundtablewealth.com	Doe@roundtablewealth.com	25%

Round Table Wealth Management Email Formats

Example

Percentage

First@roundtablewealth.com

John@roundtablewealth.com

75%

Last@roundtablewealth.com

Doe@roundtablewealth.com

25%

Frequently Asked Questions

What is Round Table Wealth Management's phone number?

You can contact Round Table Wealth Management's main corporate office by phone at

+1-212-257-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Round Table Wealth Management's official website and social media links?

Round Table Wealth Management's official website is roundtablewealth.com and has social profiles on LinkedIn.

How much revenue does Round Table Wealth Management generate?

As of July 2026, Round Table Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Round Table Wealth Management's NAICS code?

Round Table Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Round Table Wealth Management have currently?

As of July 2026, Round Table Wealth Management has approximately 25 employees across 3 continents, including North America, Oceania and Europe. Key team members include Partner: V. H., Senior Director, Strategic Relationships: F. H. and Wealth Manager: B. H. Explore Round Table Wealth Management's employee directory with LeadIQ.

What industry does Round Table Wealth Management belong to?

Round Table Wealth Management operates in the Financial Services industry.

What technology does Round Table Wealth Management use?

Round Table Wealth Management's tech stack includes Fusion Ads, Drupal, Salesforce, Font Awesome, Twemoji, Backbone.js, Chart.js and Underscore.js.

What is Round Table Wealth Management's email format?

Round Table Wealth Management's email format typically follows the pattern of First@roundtablewealth.com. Find more Round Table Wealth Management email formats with LeadIQ.

When was Round Table Wealth Management founded?

Round Table Wealth Management was founded in 1999.

Round Table Wealth Management

Q: What technology does Round Table Wealth Management use?

Round Table Wealth Management's tech stack includes DataTables, Font Awesome, Twemoji, Adobe Fonts, Lightbox.

Q: What is Round Table Wealth Management's NAICS code?

Round Table Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States11-50 Employees

Round Table Wealth Management is an independent, fee-only registered investment advisor operating as a multi-family office with offices in New York, New Jersey, Florida, and Oregon. Founded in 1999, the firm manages about $1.1 billion in assets and emphasizes objective, conflict-free guidance tailored to diverse client needs, risk tolerances, and goals for future generations. Its services span a broad range of advisory solutions designed to support clients seeking financial planning and investment management across the United States and internationally.

Headquartered in Westfield, New Jersey, RTWM positions itself within the financial services industry as a fiduciary advisor that prioritizes client peace of mind and financial freedom by acting in the clients' best interests. The company serves a client base that benefits from personalized, objective advice and a structure that integrates wealth management with a long-term stewardship mindset.

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