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Roth Financial Partners LLC

● SEC registered since 2020CRD 309814SEC# 801-119326Kingwood, TX
Export (members)
Reg. AUM
$400.7M
Employees
4
Accounts
725
Location
Kingwood, TX

Roth Financial Partners LLC assets under management

Roth Financial Partners LLC operates as an SEC-registered investment adviser based in Kingwood, TX. The firm has been registered since 2020. It reports $400.7 million in regulatory assets under management and employs 4 people.

Roth Financial Partners LLC owners & executives

8 reported
NameTitleOwnershipSince
Eric Abram Johnson ControlChief Compliance Officer And Co-PresidentUnder 5%2020
Eric Johnson (idgt) Trust ControlMember25-50%2025
James Austin Roth ControlCo-PresidentUnder 5%2025
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Frequently asked questions

How much does Roth Financial Partners LLC manage?

Roth Financial Partners LLC reports $400.7 million in regulatory assets under management on its Form ADV.

How many employees does Roth Financial Partners LLC have?

Roth Financial Partners LLC reports 4 employees.

Where is Roth Financial Partners LLC located?

Roth Financial Partners LLC is based in Kingwood, TX and has been SEC-registered since 2020.

Does Roth Financial Partners LLC disclose fund performance?

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

Contact & registration

Address855 Rockmead Drive, Suite 703, Kingwood, TX 77339
Phone281-973-8816
Fax281-973-8716
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1840888
Discloses disciplinary historyNo

Assets under management

Discretionary$400.7M
Non-discretionary$0
Total (RAUM)$400.7M