What is Round Table Wealth Management?
Established in 1999 by Steven Giacona, Round Table Wealth Management operates as a premier independent, fee-only Registered Investment Advisor (RIA). With a strategic presence in key financial hubs including New York City, Westfield, Boca Raton, and Bend, the firm provides comprehensive, holistic advisory solutions. Managing approximately $1.1 billion in assets, the company distinguishes itself through a bespoke multi-family office model, catering to the complex financial requirements of high-net-worth individuals and families. Its commitment to fiduciary standards and tailored investment strategies has cemented its reputation as a trusted partner in wealth preservation and growth.
How much funding has Round Table Wealth Management raised?
Round Table Wealth Management has raised a total of $350K across 1 funding round:
Debt
$350K
Debt (2020): $350K with participation from PPP
Key Investors in Round Table Wealth Management
PPP
Public-Private Partnership
What's next for Round Table Wealth Management?
With the infusion of this recent capital, Round Table Wealth Management is well-positioned to accelerate its growth trajectory and refine its service delivery model. The firm is expected to prioritize the expansion of its digital infrastructure and the enhancement of its proprietary investment solutions to meet the evolving demands of the modern wealth management sector. By focusing on scalable advisory frameworks and deepening its market penetration, the company is poised to maintain its competitive edge as a leading RIA, ensuring long-term value creation for its clients while navigating the complexities of global financial markets.
See full Round Table Wealth Management company page
