Round Table Wealth Management logo

Round Table Wealth Management Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Round Table Wealth Management has about 25 employees across 3 continents, most of them in North America. By country, the largest groups are United States Of America (85%), Australia (10%) and Sweden (5%). Banking and Finance make up over half of the profiles with a known department.

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

Round Table Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Oceania
2

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  • Australia
    2

Europe
1

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  • Sweden
    1

North America accounts for 85% of Round Table Wealth Management's workforce, followed by Oceania (10%) and Europe (5%).

Round Table Wealth Management's Leadership

  • Partner at Round Table Wealth Management
    V. H.
    Partner
  • Senior Director, Strategic Relationships at Round Table Wealth Management
    F. H.
    Senior Director, Strategic Relationships
  • Wealth Manager at Round Table Wealth Management
    B. H.
    Wealth Manager
  • Human Resources Staffing Consultant at Round Table Wealth Management
    V. P.
    Human Resources Staffing Consultant

Round Table Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Other
  • Banking

Banking is the largest department at 50% of profiles with a known department, followed by Finance (50%).

Contact profiles from Round Table Wealth Management

Name
Title
Contact
Location
Last Update
  • Partner at Round Table Wealth Management
    V. H.
    Partner
    Australia, Jervis Bay Territory
    May 29, 2026
  • Senior Director, Strategic Relationships at Round Table Wealth Management
    F. H.
    Senior Director, Strategic Relationships
    Oct 16, 2024
  • Wealth Manager at Round Table Wealth Management
    B. H.
    Wealth Manager
    Oct 22, 2024
  • Human Resources Staffing Consultant at Round Table Wealth Management
    V. P.
    Human Resources Staffing Consultant
    Oct 16, 2026

Frequently Asked Questions

What are the largest departments at Round Table Wealth Management?

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Banking is the largest department at 50% of profiles with a known department, followed by Finance (50%).

Where are Round Table Wealth Management's employees located?

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Round Table Wealth Management has about 25 employees across 3 continents, most of them in North America. North America accounts for 85% of Round Table Wealth Management's workforce, followed by Oceania (10%) and Europe (5%). By country, the largest groups are United States Of America (85%), Australia (10%) and Sweden (5%).

How many employees does Round Table Wealth Management have currently?

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Round Table Wealth Management has approximately 25 employees as of July 2026. These team members are located across 3 continents, including North America, Oceania and Europe.

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

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As of July 2026, Round Table Wealth Management's key employees include:

  • Partner: V. H.
  • Senior Director, Strategic Relationships: F. H.
  • Wealth Manager: B. H.
  • Human Resources Staffing Consultant: V. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

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

What is Round Table Wealth Management known for?

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Round Table Wealth Management was founded in 1999 and operates in the Financial Services industry. You can contact Round Table Wealth Management's main corporate office by phone at . Explore Round Table Wealth Management's company overview page for more information.

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