Carl Edward Nelson
President, Wealthspire, LpRoundangle Advisors LLCCRD 2243802
About Carl Edward Nelson
Carl Edward Nelson is listed as President, Wealthspire, Lp at Roundangle Advisors LLC in Red Bank, NJ. Form ADV reports a beneficial ownership band of Under 5%. Carl Edward Nelson is associated with 11 registered advisers.
Reported ownership
Owns Under 5% of Roundangle Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carl Edward Nelson work?
Carl Edward Nelson is listed as President, Wealthspire, Lp at Roundangle Advisors LLC on SEC Form ADV.
How much of Roundangle Advisors LLC does Carl Edward Nelson own?
Form ADV reports a beneficial ownership band of Under 5%.
Roundangle Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiducient Advisors LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Axia Advisory, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Gm Advisory Group, LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sellwood Investment Partners LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Wealthspire Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Wealthspire Retirement, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sst Benefits Consulting & Insurance Services, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiduciary First, LLC
| Title | President - Wealthspire |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Marin Financial Advisors LLC
| Title | President, Wealthspire, Lp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Accountants Proprietary Financial Servicenet, Inc.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |