Rooted Wealth Advisors
Rooted Wealth Advisors is an SEC-registered mass-market adviser in Bourbonnais, IL with $408.8M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Rooted Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313759, SEC 801-121129, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $408.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Bourbonnais, IL
- Employees
- 22
- Clients
- 1,652
- CRD
- 313759
- Ownership
- KELVIN, JEFFREY; Gray, Jenna; MIRANDA, HILDA, MIRISAL; FUESEL, JERRY, SCOTT; GRAY, ZACHARY, BLAKE
How much AUM does Rooted Wealth Advisors have?
Rooted Wealth Advisors reported $408.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Rooted Wealth Advisors?
Disclosed owners and executives of Rooted Wealth Advisors include KELVIN, JEFFREY, Gray, Jenna, MIRANDA, HILDA, MIRISAL, FUESEL, JERRY, SCOTT, GRAY, ZACHARY, BLAKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.