| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander M Cohen Control | Investment Adviser Representative | 25-50% | 2025 |
| Brandon Michael Scott Control | Investment Adviser Representative | 25-50% | 2025 |
| Jacob Tyler Hall Control | Chief Compliance Officer | 25-50% | 2025 |
3roots Wealth Partners LLC reports 3 employees.
3roots Wealth Partners LLC is based in Scottsdale, AZ and has been SEC-registered since 2025.
3roots Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1776 North Scottsdale Rd., Ste. 253, Scottsdale, AZ 85257 |
| Phone | 402-980-1525 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |