RoundAngle Advisors

RoundAngle Advisors registered with the SEC in 2015 as a New Jersey-based wealth manager. Its website, now branded entirely as Wealthspire Red Bank, offers no...

RoundAngle Advisors

RoundAngle Advisors registered with the SEC in 2015 as a New Jersey-based wealth manager. Its website, now branded entirely as Wealthspire Red Bank, offers no names of investment professionals, no disclosed AUM, and no history of the operating business beyond the registration year. The firm describes its services as investment management and financial planning for individuals, high-net-worth individuals, and businesses, but provides no public record of actual mandates, vehicles, or strategies. The site lists three role titles — Managing Director, Senior Advisor Associate, and Assistant Vice President of Client Service — without attaching any individual names or biographies. It discloses no asset-class allocation, no sector focus, and no geographic deployment footprint. No fund structures, direct investment track records, or co-investment partnerships are cited. The absence of a LinkedIn presence and the rebranding of the domain to Wealthspire suggests that RoundAngle Advisors may function as a legacy registration or a subsidiary rather than an actively marketed independent entity. With no publicly disclosed scale, team size, or client count, a verifiable deployment figure is unavailable. The office address places it in suburban New Jersey, but no additional offices or adjacent vehicles — philanthropic foundations, family office structures, or operating companies — are visible. The firm has published no press releases, executive appointments, or operational updates in the last 24 months, rendering its current active posture unobservable from public sources. What distinguishes RoundAngle Advisors structurally is the opacity itself: it is an SEC-registered advisor whose entire public presence has been subsumed under a separate brand, Wealthspire, leaving no open architecture for an external allocator to diligence independent of that parent relationship. Whether it serves as an internal RIA shell, a legacy registration, or a low-profile wealth management practice is not ascertainable from the available record.

Website

roundangleadvisors.com

linkedin.com/company/roundangle-advisors-llc

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Red Bank

Corporate office

1 Harding Road, Suite 206, Red Bank, NJ 07701, United States

Who runs investment decisions at RoundAngle Advisors?

The firm's website does not identify any investment decision-makers by name. It lists role titles — Managing Director, Senior Advisor Associate, and Assistant Vice President of Client Service — but provides no biographies or professional histories. An allocator cannot determine the investment committee structure or individual track records from the current public record.

Is RoundAngle Advisors a single-family office or a multi-family office?

Its SEC registration categorizes it as a wealth manager serving individuals, high-net-worth individuals, and businesses, which is inconsistent with a dedicated single-family office structure. However, the absence of any disclosed principal or founding family origin means its true structure — whether it manages affiliated capital, external capital, or both — cannot be confirmed publicly.

What is RoundAngle Advisors' relationship to Wealthspire?

The domain roundangleadvisors.com redirects all content to Wealthspire branding, and the physical office is listed as Wealthspire Red Bank. No separate RoundAngle entity is distinguishable online. An allocator should assume the entity operates as a subsidiary or DBA under the Wealthspire umbrella and would diligence the parent's compliance and investment infrastructure when evaluating any engagement.

Does RoundAngle Advisors disclose its AUM or client count?

No. The firm publishes no AUM figure, no asset-class breakdown, and no client count on its website or through any public filing accessible to Altss research. Without a disclosed number or a named external source, the scale remains entirely unknown.

Where does the wealth underlying RoundAngle Advisors come from?

No wealth origin is publicly disclosed. The firm has not named a founding family, serial entrepreneur, or corporate liquidity event that created the capital base. If it serves primarily external high-net-worth clients rather than a concentrated family pool, the wealth origin question defaults to the aggregate client profile, which is not publicly documented.

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