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ROOTED WEALTH ADVISORS
ROOTED WEALTH ADVISORS, INC.
CRD 313759 · SEC 801-121129
389 WILLIAM LATHAM R SENIOR DRIVE, BOURBONNAIS, IL, 60914, United States
Phone
866.766.8332
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$408.8M
Discretionary AUM
$406.1M
Team
22 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1500 | $197.7M |
| High net worth individuals | 105 | $203.8M |
| Charitable organizations | 16 | $1.4M |
| Corporations/business entities | 31 | $5.9M |
States served
CO, IL, IN, MI, SC, TN, TX, FL
All web addresses on file
- https://harvestingtomorrow.com
- https://retirecharged.com
- https://prosperitymatrixbook.com
- https://www.facebook.com/profile.php?id=61574026593572
- https://www.facebook.com/rootedwealthadvisors/
- https://www.linkedin.com/company/rootedwealthadvisors
- https://www.instagram.com/rooted_retirement/
- http://www.retirerwa.com
- http://www.taxreductionreport.com
- http://www.thegoodneighborretirement.com
- https://rootedretirement.com/
- https://www.youtube.com/channel/UCGRVpqxpATZzu4DZ87BCLAg
- https://deeprootsbook.com
- https://rootedprivatewealth.com
- https://yestotaxfree.com
Official SEC filing: View on IAPD