On November 10, 2025, Wealthspire Advisors announced its intention to acquire RoundAngle Advisors.
Wealthspire Advisors (“Wealthspire”) announced, on November 10, 2025, its intention to acquire RoundAngle Advisors (“RoundAngle”). Under the terms of the transaction, Jonathan Bernstein, Founder of RoundAngle, along with team members Nela Diaz and Deirdre DeRosa, will continue their practice under the Wealthspire brand. Further terms of the deal were not disclosed.
Wealthspire, based in New York, is a registered investment advisor offering wealth management, institutional consulting, business management, family office, and retirement plan advisory services. Wealthspire has more than $580 billion in assets under management or advisement.
RoundAngle, based in Red Bank, New Jersey, is a registered investment advisor offering wealth management services. RoundAngle has approximately $176 million in assets under management.
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