Round Table Wealth Management is an independent, fee-only SEC Registered Investment Advisor (or “RIA”) with offices in New York, New Jersey, Florida, and Oregon. RTWM operates as a multi-family office with approximately $1.1 billion in assets under management as of December 31, 2019. Founded in 1999 to provide objective investment advice, RTWM offers a wide range of advisory services and investment solutions that are tailored to the specific needs and requests of a diverse client base throughout the U.S. and internationally. Our mission is to provide our clients with peace of mind by enhancing their financial freedom. As stewards, we know and respect each client's financial goals, tolerance for risk, family structure, and objectives for future generations. As fiduciaries, our advice is objective and conflict free. Learn more at www.roundtablewealth.com. For important disclosures, please visit https://roundtablewealth.com/disclosure/
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Round Table Wealth Management Questions
The Round Table Wealth Management annual revenue was $5.1 million in 2026.
Marianne Laura Rodriguez is the Director, Wealth Advisor of Round Table Wealth Management.
1 people are employed at Round Table Wealth Management.
Round Table Wealth Management is based in New York, New York.
The NAICS codes for Round Table Wealth Management are [52393, 5239, 523, 52].
The SIC codes for Round Table Wealth Management are [628, 62].
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