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ROUNDANGLE ADVISORS LLC

RED BANK, NJ · CRD 282178 · IAPD ↗ · 732-889-3774

$215.5MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2026 — ROUNDANGLE ADVISORS LLC (RED BANK, NJ) left the SEC roster (was $215.5M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
April 2024 — ROUNDANGLE ADVISORS LLC reported RAUM up 28% ($120.4M -> $154.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.