Rooted Wealth Advisors

Overview

Rooted Wealth Advisors is an independent registered investment adviser that provides fee-based wealth management and financial planning. The firm is registered with the SEC and first registered in 2021. Ownership is held by an individual and the firm serves both individual and family clients as well as select institutional relationships. Its primary advisory services are financial planning and portfolio management for individuals and small businesses, and it also operates as an insurance broker. Investment management is delivered on a percentage-of-AUM fee model. Rooted Wealth Advisors does not position itself as a capital allocator running proprietary private vehicles; instead it relies on external managers and packaged investment products. The firm does not describe itself as an active ESG investor. Rooted Wealth maintains working relationships with accounting professionals as part of its broader client service network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices