What departments does Round Table Wealth Management have?

Round Table Wealth Management has employees across 4 departments including Finance, Administrative, Research, Marketing.

What is the largest department at Round Table Wealth Management?

The largest department at Round Table Wealth Management is Finance with 3 employees.

Where are Round Table Wealth Management employees located globally?

Round Table Wealth Management has employees across 2 continents and 2 countries including United States Of America, Australia.

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

Round Table Wealth Management's team has grown from approximately 2 to 3 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
16

United States Of America
16

Oceania
1

Australia
1

Round Table Wealth Management's Leadership

V. H.
Partner
Mobile Phone
Email
A. R.
Director, Wealth Advisor
Mobile Phone
Email
F. H.
Senior Director, Strategic Relationships
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

Round Table Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Finance
Accounting
Administrative
Analytics
Arts & Design
Other
Banking

Contact profiles from Round Table Wealth Management

Name

Title

Contact Info

Location

Last Update

V. H.
Partner
Mobile Phone
Email
AustraliaJervis Bay Territory
May 29, 2026
A. R.
Director, Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
F. H.
Senior Director, Strategic Relationships
Mobile Phone
Email
Oct 16, 2024
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
Feb 17, 2026
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
Nov 15, 2025
G. D.
Research Assistant
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 Suite 300 Third Floor Westfield, New Jersey 07090 United States; 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 February 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

Partner: V. H.
Director, Wealth Advisor: A. R.
Senior Director, Strategic Relationships: F. H.
Senior Director Wealth Advisor: M. D.
Wealth Manager: B. H.

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Round Table Wealth Management Employee Directory

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