SEC Form ADV · CIK 1963732

ROOTED WEALTH ADVISORS

Firm profile: Rooted Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$408.8M

Assets Under Management

3,720

Total Clients

Employees

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Registration Details

CIK: 1963732
Accession: CRD-313759
Location: BOURBONNAIS, IL
Filing Date: March 30, 2026
AUM: $408.8M
Total Clients: 3,720
Institutional Clients: 16
Employees: 22
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

ROOTED WEALTH ADVISORS is a registered investment adviser headquartered in BOURBONNAIS, IL, managing approximately $408.8M in assets across 3,720 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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