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Rooted Wealth Advisors, Inc.

● SEC registered since 2021CRD 313759SEC# 801-121129Bourbonnais, IL
Export (members)
Reg. AUM
$318.3M
Employees
20
Accounts
3,276
Location
Bourbonnais, IL

Rooted Wealth Advisors, Inc. assets under management

Rooted Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Bourbonnais, IL. The firm has been registered since 2021. It reports $318.3 million in regulatory assets under management and employs 20 people.
www.facebook.com/rootedwealthadvisorsView on SEC.gov ↗

Rooted Wealth Advisors, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Hilda Miranda ControlVp Of Business DevelopmentUnder 5%2024
Jacqueline Diane Rose WalterDirector Of MarketingUnder 5%2025
James Michael Cullen ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Rooted Wealth Advisors, Inc. manage?

Rooted Wealth Advisors, Inc. reports $318.3 million in regulatory assets under management on its Form ADV.

How many employees does Rooted Wealth Advisors, Inc. have?

Rooted Wealth Advisors, Inc. reports 20 employees.

Where is Rooted Wealth Advisors, Inc. located?

Rooted Wealth Advisors, Inc. is based in Bourbonnais, IL and has been SEC-registered since 2021.

Does Rooted Wealth Advisors, Inc. disclose fund performance?

Rooted Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address389 William Latham R Senior Drive, Bourbonnais, IL 60914
Phone866.766.8332
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1963732
Discloses disciplinary historyNo

Assets under management

Discretionary$317.1M
Non-discretionary$1.3M
Total (RAUM)$318.3M