ROOTED WEALTH ADVISORS, INC.
Doing business as ROOTED WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$408,841,196
Discretionary
$406,065,198
Non-discretionary
$2,775,998
Firm details
- CRD number
- 313759
- SEC file number
- 801-121129
- Main office
- BOURBONNAIS, IL, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.