Round Table Wealth Management Employee Directory

Q: What is Round Table Wealth Management known for?

Round Table Wealth Management was founded in 1999. Round Table Wealth Management operates in the Financial Services industry.

Financial ServicesNew Jersey (NJ), United States11-50 Employees

Round Table Wealth Management is an independent, fee-only SEC Registered Investment Advisor (or “RIA”) with offices in New York, New Jersey, Florida, and Oregon. RTWM operates as a multi-family office with approximately $1.1 billion in assets under management as of December 31, 2019. Founded in 1999 to provide objective investment advice, RTWM offers a wide range of advisory services and investment solutions that are tailored to the specific needs and requests of a diverse client base throughout the U.S. and internationally. Our mission is to provide our clients with peace of mind by enhancing their financial freedom. As stewards, we know and respect each client's financial goals, tolerance for risk, family structure, and objectives for future generations. As fiduciaries, our advice is objective and conflict free.  Learn more at www.roundtablewealth.com.

For important disclosures, please visit https://roundtablewealth.com/disclosure/

Find Round Table Wealth Management employees' phone numbers or email addresses

Round Table Wealth Management Global Highlights

North America
19

United States Of America
19

Oceania
1

Australia
1

Round Table Wealth Management's Leadership

V. H.
Partner
Mobile Phone
Email
M. D.
Senior Director Wealth Advisor
Mobile Phone
Email
B. H.
Wealth Manager
Mobile Phone
Email
J. P.
Investment Professional
Mobile Phone
Email
K. L.
Executive Assistant
Mobile Phone
Email
S. F.
Executive And Personal Assistant
Mobile Phone
Email
A. P.
Financial Advisor
Mobile Phone
Email
G. D.
Research Assistant
Mobile Phone
Email

Contact profiles from Round Table Wealth Management

Name

Title

Contact Info

Location

Last Update

V. H.
Partner
Mobile Phone
Email
AustraliaJervis Bay Territory
Nov 13, 2025
M. D.
Senior Director Wealth Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
B. H.
Wealth Manager
Mobile Phone
Email
Oct 22, 2024
J. P.
Investment Professional
Mobile Phone
Email
United StatesNew York
Oct 19, 2025
K. L.
Executive Assistant
Mobile Phone
Email
United StatesNew York
May 15, 2025
S. F.
Executive And Personal Assistant
Mobile Phone
Email
United StatesNew York
Nov 13, 2025
A. P.
Financial Advisor
Mobile Phone
Email
United StatesMinnesota
Jul 18, 2025
G. D.
Research Assistant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
G. F.
Wealth Management Intern
Mobile Phone
Email
United StatesVirginia
Apr 09, 2025
J. R.
Trader
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Round Table Wealth Management known for?

Round Table Wealth Management was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 241 North Avenue West Third Floor, Suite 300 Westfield, New Jersey (NJ) 07090 US; you can contact the main corporate office by phone at

+1-212-257-****

. Explore Round Table Wealth Management's company overview page for more information.

What is Round Table Wealth Management's most common email format?

Round Table Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Round Table Wealth Management email formats with LeadIQ.

How many employees does Round Table Wealth Management have currently?

Round Table Wealth Management has approximately 25 employees as of July 2021. These team members are located across 2 continents, including North AmericaOceania.

Who are Round Table Wealth Management's key employees and leadership?

As of July 2021, Round Table Wealth Management's key employees include:

Partner: V. H.
Senior Director Wealth Advisor: M. D.
Wealth Manager: B. H.
Investment Professional: J. P.
Executive Assistant: K. L.

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