Rooted Planning Group
Rooted Planning Group is an SEC-registered mass-market adviser in Corning, NY with $157.0M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Rooted Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284120, SEC 801-112546, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $157.0M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Corning, NY
- Employees
- 7
- Clients
- 229
- CRD
- 284120
- Ownership
- WELKER, KATRINA, MARIE; Beene, Kerrie; Eason, Rebekah, Elizabeth; IRVINE, AMY, ELIZABETH
How much AUM does Rooted Planning Group have?
Rooted Planning Group reported $157.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Rooted Planning Group?
Disclosed owners and executives of Rooted Planning Group include WELKER, KATRINA, MARIE, Beene, Kerrie, Eason, Rebekah, Elizabeth, IRVINE, AMY, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.