Roth Financial Partners LLC
Roth Financial Partners LLC is an SEC-registered wealth manager in Kingwood, TX with $460.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Roth Financial Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309814, SEC 801-119326, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $460.1M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Kingwood, TX
- Employees
- 4
- Clients
- 267
- CRD
- 309814
- Ownership
- JOHNSON, ERIC, ABRAM; ROTH, PETER, BRUCE; ROTH, JAMES, AUSTIN; ERIC JOHNSON (IDGT) TRUST; JAMES ROTH (IDGT) TRUST
How much AUM does Roth Financial Partners LLC have?
Roth Financial Partners LLC reported $460.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Roth Financial Partners LLC?
Disclosed owners and executives of Roth Financial Partners LLC include JOHNSON, ERIC, ABRAM, ROTH, PETER, BRUCE, ROTH, JAMES, AUSTIN, ERIC JOHNSON (IDGT) TRUST, JAMES ROTH (IDGT) TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.