Round Table Wealth Management is a family office - multi based in Westfield, United States, founded in 1999. Verified contact details, AUM data, and investment preferences on FindLPs.
Round Table Services is a multi-family office based in Westfield, NJ. The firm offers investment management, financial planning, taxation, insurance, client services, banking, accounting and information technology. Our goal is to preserve capital and enhance wealth by providing comprehensive investment advisory services within the context of establishing and maintaining long-term client relationships.
Investment types: Investment Funds, Venture Capital, Private Equity, Joint Venture/Partner, Philanthropy
Sectors & themes: Travel Accommodations & Tourism, Real Estate Services & Management, Debt Management, Concierge Services, Business & Administrative Services, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Charitable Investments, Equity/Mutual Funds, Investment Management, ETFs, Cybersecurity High-Level Sectors, Tourism & Hospitality, Real Estate, Real Estate Services & Management & Management, Finance, Financial Services, Commercial & Professional Services, Professional Business Services, Non-Profit, Traditional Investments (Liquid Assets), Technology, Emerging Technology
Preferred geographies: United States
Location: 319 Lenox Avenue\nWestfield\nNew Jersey\n07090\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.