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Root Financial Partners, LLC

● SEC registered since 2022CRD 290289SEC# 801-125945Encinitas, CA
Export (members)
Reg. AUM
$1.11B
Employees
40
Accounts
2,597
Location
Encinitas, CA

Root Financial Partners, LLC assets under management

Root Financial Partners, LLC is an investment advisory firm registered with the SEC based in Encinitas, CA. The firm has been registered since 2022. It reports $1.1 billion in regulatory assets under management and employs 40 people.
www.instagram.com/rootfinancialpartnersView on SEC.gov ↗

Root Financial Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Alexandra Rose Addington StickelmanChief Compliance OfficerUnder 5%2025
Ari Cooper Taublieb ControlChief Growth OfficerUnder 5%2025
James Matthew Conole ControlFounderOver 75%2017

Frequently asked questions

How much does Root Financial Partners, LLC manage?

Root Financial Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Root Financial Partners, LLC have?

Root Financial Partners, LLC reports 40 employees.

Where is Root Financial Partners, LLC located?

Root Financial Partners, LLC is based in Encinitas, CA and has been SEC-registered since 2022.

Does Root Financial Partners, LLC disclose fund performance?

Root Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1106 2nd Street, Suite 102, Encinitas, CA 92024
Phone(760) 452-0720
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1977181
Discloses disciplinary historyNo

Assets under management

Discretionary$1.11B
Non-discretionary$0
Total (RAUM)$1.11B