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Building 23ROOTS WEALTH PARTNERS LLC

Map pinSCOTTSDALE, AZ
Phone402-980-1525
NotebookSEC #801-134422
Total AUM
$92.6M
Employees
3
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6908 E MORELAND ST.
SCOTTSDALE
AZ 85257
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
402-980-1525

ReceiptFinancials

Total AUM
$92.6M
Accounts
405
Discretionary
$92.6M
Accounts
405
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
82
AUM
$25.6M
HNW Individual Clients
24
AUM
$61.1M
Pension/Profit Sharing Plan Clients
6
AUM
$5.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANENYPATX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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