ROOTN WEALTH MANAGEMENT, INC.

CRD 340886

13785 RESEARCH BLVD, SUITE 125, OFFICE 137, AUSTIN, TX, 78750, United States

Phone

(737) 296-0551

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-13

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)

Official SEC filing: View on IAPD