Rootn Wealth Management, Inc.

Overview

Rootn Wealth Management, Inc. is organized as a corporation that provides discretionary portfolio management for private individuals and small businesses, as well as for businesses or institutional clients. The firm charges fees based on a percentage of assets under management and is classified in the dataset as an "Other Investment Adviser." It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. The SEC registration year is not listed in the available records.

Assets & Accounts