LP Profile

Rooted Wealth Advisors

Also known as rooted wealth

Wealth ManagerBourbonnais, United StatesFounded 2016
Bourbonnais
Headquarters
Investment Focus

About Rooted Wealth Advisors

We can help you manage your wealth and assets so you can pursue your goals. Schedule a meeting with one of our financial advisors, today.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Rooted Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$408.8M
Total Clients
3,720
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Rooted Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Rooted Wealth Advisors?

Rooted Wealth Advisors is a wealth manager based in Bourbonnais, United States.

Where is Rooted Wealth Advisors headquartered?

Rooted Wealth Advisors is headquartered in Bourbonnais, United States.

When was Rooted Wealth Advisors founded?

Rooted Wealth Advisors was founded in 2016.

How can I contact Rooted Wealth Advisors?

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