SEC Form ADV · CIK 1840888

ROTH FINANCIAL PARTNERS LLC

Firm profile: Roth Financial Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTX
$460.1M
Assets Under Management
708
Total Clients
4
Employees
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Registration Details

CIK
1840888
Accession
CRD-309814
Location
KINGWOOD, TX
Filing Date
February 19, 2026
AUM
$460.1M
Total Clients
708
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsGovernment Entities

About this Adviser

ROTH FINANCIAL PARTNERS LLC is a registered investment adviser headquartered in KINGWOOD, TX, managing approximately $460.1M in assets across 708 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.