Familyroot Wealth Advisors, LLC

Overview

Familyroot Wealth Advisors, LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm bills on a combination of percentage-of-AUM and fixed fees and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. The adviser is designated as a capital allocator and will engage third-party managers or subadvisors when appropriate, but its public filings show a clear tilt toward liquid, fund-based solutions rather than direct private fund investments. Familyroot is not an active ESG investor and is organized as a Limited Liability Company with an individual owner. Investment activity centers on traditional mutual-fund-based portfolios supplemented by insurance products such as annuities. The combination of discretionary portfolio management and the authority to select other advisers means the firm can implement both in-house model strategies and delegated strategies through chosen managers or platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices