Root Wealth Management

Overview

Root Wealth Management operates as an independent, owner-managed registered investment adviser organized as a limited liability company. The firm focuses on individual and family clients, delivering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and one-off planning work. On the investment side, Root Wealth Management leans heavily on pooled public funds as the core of client portfolios, supplemented by third-party real estate allocations when appropriate. The firm does not identify as an active ESG investor and appears to target straightforward, diversified exposures rather than concentrated stock bets. All advisory assets reported are managed on a discretionary basis, which indicates the firm typically implements and rebalances client strategies without seeking trade-by-trade approvals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices