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ROTH FINANCIAL PARTNERS LLC
CRD 309814 · SEC 801-119326
855 ROCKMEAD DRIVE, SUITE 703, KINGWOOD, TX, 77339, United States
Phone
281-973-8816
Fax
281-973-8716
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$460.1M
Discretionary AUM
$460.1M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $44.4M |
| High net worth individuals | 156 | $415.1M |
States served
IL, LA, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD