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Building 2ROOTED WEALTH ADVISORS

Map pinBOURBONNAIS, IL
Phone866.766.8332
NotebookSEC #801-121129
Total AUM
$408.8M
Employees
22
Clients
1,652

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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