LP Profile

Roth Financial Partners

Also known as roth financial

Wealth ManagerKingwood, United StatesFounded 2010
$460M
Assets Under Management
Kingwood
Headquarters
Investment Focus

About Roth Financial Partners

Roth Financial Partners is a comprehensive wealth management firm based in Kingwood, Texas, founded in 2010, with about $460 million in assets. It manages and helps preserve wealth for individuals and families. The firm states that it believes capital markets are efficient and that long-term investing in stocks, bonds and cash works. It focuses on delivering a structured financial plan with the least amount of risk rather than on outperforming markets, and favors a long-term perspective on short-term volatility.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Roth Financial Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$460.1M
Total Clients
708
Filing Date
February 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Roth Financial Partners?

Roth Financial Partners is a wealth manager based in Kingwood, United States, managing approximately $460M in assets.

Where is Roth Financial Partners headquartered?

Roth Financial Partners is headquartered in Kingwood, United States.

How much does Roth Financial Partners manage?

Roth Financial Partners manages approximately $460M in assets under management.

When was Roth Financial Partners founded?

Roth Financial Partners was founded in 2010.

How can I contact Roth Financial Partners?

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