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3ROOTS WEALTH PARTNERS LLC
CRD 338300 · SEC 801-134422
6908 E MORELAND ST., SCOTTSDALE, AZ, 85257, United States
Phone
402-980-1525
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$92.6M
Discretionary AUM
$92.6M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $25.6M |
| High net worth individuals | 24 | $61.1M |
| Pension/profit sharing plans | 6 | $5.9M |
States served
AZ, CA, NE, NY, PA, TX
All web addresses on file
Official SEC filing: View on IAPD