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James Roth (idgt) Trust

MemberRoth Financial Partners LLC

About James Roth (idgt) Trust

James Roth (idgt) Trust is listed as Member at Roth Financial Partners LLC in Kingwood, TX. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Roth Financial Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Roth (idgt) Trust work?

James Roth (idgt) Trust is listed as Member at Roth Financial Partners LLC on SEC Form ADV.

How much of Roth Financial Partners LLC does James Roth (idgt) Trust own?

Form ADV reports a beneficial ownership band of 10-25%.

Roth Financial Partners LLC

TitleMember
Ownership10-25%
Control personNo
Since2025
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