3ROOTS WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$92,647,972
Discretionary
$92,647,972
Non-discretionary
$0
Firm details
- CRD number
- 338300
- SEC file number
- 801-134422
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.