Round Table Wealth Management
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
241 North Ave W Ste 300, Westfield, New ...Phone Number
(908) 789-7310Website
www.roundtablewealth.comRevenue
$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Round Table Wealth Management
Round Table Wealth Management is a leading independent, fee-only Registered Investment Advisor (RIA) with offices in New York City, NY, Westfield, NJ, Boca Raton, FL, and Bend, OR. Round Table provides clients with a Multi-Family Office service experience, with $1.1 billion in assets under management* and serves clients throughout the U.S. as well as internationally. Founded in 1999 by Steven Giacona, Round Table offers a wide range of holistic advisory services and investing solutions that are tailored to the specific needs and requests of each client. *As of December 31, 2019. Net assets under management of approximately $1.1 billion.Explore more
Round Table Wealth Management Org Chart
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Round Table Wealth Management financials insights
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2020
Debt
$350K
Round Table Wealth Management Tech Stack
A closer look at the technologies used by Round Table Wealth Management
Most Recent Scoops
Award
Award
Round Table Wealth Management has been named one of New Jersey’s Best Places to Work, 2022 by NJBIZ.
Award, Employee Relations, Office Operations
New Hire
Executive Move
Regina Carmon has joined the organization as Marketing Director.
Executive Moves, New Hire
New Hire
Executive Move
Regina Carmon has joined the organization as Director, Marketing.
Executive Moves, New Hire
Funding
Round Table Wealth Management News & Media
Marianne Rodriguez of Round Table Wealth Management Makes "40 Under 40" List
InvestmentNews judges recognize her accomplishments, leadership and commitment to clients and the financial planning profession NEW YORK, June 14, 2022 /PRNewswire/ -- Marianne Rodriguez, CFP®, Director and Wealth Advisor at Round Table Wealth Management (RTWM), an SEC Registered...Round Table Wealth Advisors Mariella Foley and Michael Fischer Earn Five Star Wealth Manager Awards
These two New Jersey wealth management professionals consistently show commitment to clients and maintain appropriate industry credentials WESTFIELD, N.J., May 31, 2022 /PRNewswire/ -- Once again this year, two advisory team members of Round Table Wealth Management (RTWM), an SEC...Round Table Wealth Management proudly announces the hiring of Rich Policastro as President
WESTFIELD, N.J., Feb. 25, 2021 /PRNewswire/ -- Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the hiring of Rich Policastro as President. Mr. Policastro's appointment highlights Round Table's...Round Table Wealth Management Announces Expansion Of Their Florida Office
/PRNewswire/ -- Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the...
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Frequently Asked Questions Regarding Round Table Wealth Management
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Round Table Wealth Management is a leading independent, fee-only Registered Investment Advisor (RIA) with offices in New York City, NY, Westfield, NJ, Boca Raton, FL, and Bend, OR. Round Table provides clients with a Multi-Family Office service experience, with $1.1 billion in assets under management* and serves clients throughout the U.S. as well... Read More
