RoundAngle Advisors LLC Email Format
Financial ServicesNew Jersey, United States2-10 Employees
RoundAngle Advisors LLC operates in the financial services sector, positioning itself as a lifelong financial advocate that provides guidance across career, business, life, and retirement rather than focusing solely on asset management. The firm emphasizes honest recommendations and ongoing education tailored to clients' questions, aiming to help people spend less time wrestling with financial challenges and more time pursuing their passions. Its client base includes individuals, families, executives, and business owners nationwide, with offices in New York City, Long Island, and New Jersey, and it is based in Red Bank, New Jersey. In November 2025, Wealthspire Advisors LLC acquired RoundAngle Advisors LLC.