What departments does Round Table Wealth Management have?

Round Table Wealth Management has employees across 1 departments including Consultant.

What is the largest department at Round Table Wealth Management?

The largest department at Round Table Wealth Management is Consultant with 1 employees.

Where are Round Table Wealth Management employees located globally?

Round Table Wealth Management has employees across 3 continents and 3 countries including Sweden, United States Of America, Australia.

How has Round Table Wealth Management's team size changed over time?

Round Table Wealth Management's team has remained stable from approximately 2 to 2 employees based on available data.

Round Table Wealth Management Employee Directory

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.

Round Table Wealth Management Global Highlights

North America
17

United States Of America
17

Oceania
2

Australia
2

Europe
1

Sweden
1

Round Table Wealth Management's Leadership

V. H.
Partner
Mobile Phone
Email
F. H.
Senior Director, Strategic Relationships
Mobile Phone
Email
B. H.
Wealth Manager
Mobile Phone
Email
V. P.
Human Resources Staffing Consultant
Mobile Phone
Email

Round Table Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Finance
Other
Banking

Contact profiles from Round Table Wealth Management

Name

Title

Contact

Location

Last Update

V. H.
Partner
Mobile Phone
Email
Australia, Jervis Bay Territory
May 29, 2026
F. H.
Senior Director, Strategic Relationships
Mobile Phone
Email
Oct 16, 2024
B. H.
Wealth Manager
Mobile Phone
Email
Oct 22, 2024
V. P.
Human Resources Staffing Consultant
Mobile Phone
Email
Aug 28, 2026

Frequently Asked Questions

What is Round Table Wealth Management known for?

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

+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 First@roundtablewealth.com. 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 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?

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.

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Round Table Wealth Management Employee Directory

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