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ROOTED WEALTH ADVISORS, INC.

$100M+ AUM
SEC Registered

DBA: ROOTED WEALTH ADVISORS

SEC ADV
BOURBONNAIS, IL
Total AUM
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Discretionary AUM
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Employees
22
Total Accounts
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Firm Details

CRD Number
313759
Address
389 WILLIAM LATHAM R SENIOR DRIVE
BOURBONNAIS, IL, 60914
Phone
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Website
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SEC Filing Information

Last Filing Date
Oct 28, 2024
Signatory
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Title
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Client Range
3
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Data Source: SEC Form ADV filings via Investment Adviser Public Disclosure (IAPD). Data is updated monthly. For the most current information, visit the SEC IAPD website.