A complete list of active advisors currently associated with RoundAngle Advisors LLC

Warmer can help you find a great advisor at RoundAngle Advisors LLC or one who fits your needs even better.

RoundAngle Advisors LLC provides investment advisory services to individuals (including high-net-worth clients), trusts, estates, retirement plans and business entities, managing roughly $215 million for about 157 clients through a two-advisor team. Services include discretionary asset management (stocks, bonds, ETFs, options and other public and private securities), 401(k) advisory for plan sponsors, asset monitoring, and financial planning and consulting. The firm tailors portfolios to client objectives and regularly monitors and rebalances accounts, employing a mix of fundamental, technical and cyclical analysis and allowing long-, short-term and trading strategies as appropriate. RoundAngle explicitly uses options and other derivatives in separately managed accounts and operates both wrap-fee and non-wrap asset management offerings, transitioning most clients off wrap unless substantial trading costs (for example, options activity) justify a wrap structure. Compared with many peers, RoundAngle recently became a subsidiary of Wealthspire while retaining a separate client brochure and has formal testimonial/endorsement arrangements — including written agreements and required disclosures about compensated endorsers. It also discloses affiliations with other advisers and insurance agencies and serves as a wrap-fee program sponsor, features that are less common among similar supported firms.

To learn more about the advisors currently working at RoundAngle Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.