SourcingSourcing

ROUNDANGLE ADVISORS LLC

C47
CRD 282178·SEC 801-107449·RED BANK, NJ
AUM
$215.5M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$647K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROUNDANGLE ADVISORS LLC
CRD
282178
SEC file #
801-107449
EIN
472958117
DBA names
—

Economics

AUM
$215.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$93.6M → $215.5M▲ +130%
Client mix
Individuals Other93
Individuals High Net Worth64
Corporations9
Pension Profit Sharing Plans4

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
6 advisors → 2 advisors▼ -67%
Primary office
RED BANK NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/roundangle-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEALTHSPIRE ADVISORS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
13
Control Persons
WEALTHSPIRE ADVISORS
DEL PRIORE, MICHAEL, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:roundangle.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002049176
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-16
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0002049176-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1 HARDING ROADSUITE 206RED BANK, NJ 07701-5900
Business
1 HARDING ROADSUITE 206RED BANK, NJ 07701-5900
Edgar EIN
472958117
Edgar Recent Filings
13F-HR2026-04-08 · 0002049176-26-000002
13F-HR2026-01-12 · 0002049176-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
106181
Trust Company Affiliate
No

People (14)

14
WEALTHSPIRE ADVISORS
Direct Owner · 87.5%
106181
BERNSTEIN, JONATHAN, EVAN
IAR · Executive Officer · 2.5%
4445025
DEL PRIORE, MICHAEL, J
Executive Officer · 2.5%
6221161
GOSS, MICHAEL, EDMOND
Executive Officer · 2.5%
2557044
HILZENRATH, ROBERT, JAY
Executive Officer · 2.5%
1869935
LAMENA, MICHAEL, ANTHONY
Executive Officer · 2.5%
2797064
LONG, BRAD, Leighton
Executive Officer · 2.5%
5358362
MOO, VERONICA, EI CHUN
Executive Officer · 2.5%
5867442
NELSON, CARL, EDWARD
Executive Officer · 2.5%
2243802
Olson, Channing
Executive Officer · 2.5%
8195134
POWERS, BRIAN, DAVID
Executive Officer · 2.5%
4354241
SCHNEIDER, BRETT, RONALD
Executive Officer · 2.5%
5636953
SONTAG, ERIC, MATTHEW
Executive Officer · 2.5%
6011088
Deirdre Ann DeRosa
IAR
6873139