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RoundAngle Advisors LLC Employee Directory

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.

Find RoundAngle Advisors LLC employees' phone numbers or email addresses

RoundAngle Advisors LLC Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

RoundAngle Advisors LLC's Leadership

  • Stylized image of a person
    C. B.
    Registered Sales Assistant & Client Relationship Manager
    Mobile Phone
  • Stylized image of a person
    D. D.
    Senior Financial Planner
    Mobile Phone

RoundAngle Advisors LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from RoundAngle Advisors LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. B.
    Registered Sales Assistant & Client Relationship Manager
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. D.
    Senior Financial Planner
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is RoundAngle Advisors LLC known for?

Minus sign iconPlus sign iconRoundAngle Advisors LLC was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-516-256-****
. Explore RoundAngle Advisors LLC's company overview page for more information.

What is RoundAngle Advisors LLC's most common email format?

Minus sign iconPlus sign iconRoundAngle Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RoundAngle Advisors LLC email formats with LeadIQ.

How many employees does RoundAngle Advisors LLC have currently?

Minus sign iconPlus sign iconRoundAngle Advisors LLC has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are RoundAngle Advisors LLC's key employees and leadership?

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As of July 2026, RoundAngle Advisors LLC's key employees include:

  • Registered Sales Assistant & Client Relationship Manager: C. B.
  • Senior Financial Planner: D. D.

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