Rooted Financial Group, LLC
Rooted Financial Group, LLC is an SEC-registered mass-market adviser in Tigard, OR with $108.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Rooted Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335302, SEC 801-132354, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $108.7M (2026-04-28)
- Firm type
- Mass-Market Adviser
- Location
- Tigard, OR
- Employees
- 3
- Clients
- 254
- CRD
- 335302
- Ownership
- CLAUD, THOMAS, JAMES; Walker, Thomas, A; ROOTED FINANCIAL GROUP, LLC; SWAYZE, ASHLEIGH, COOPER
How much AUM does Rooted Financial Group, LLC have?
Rooted Financial Group, LLC reported $108.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Rooted Financial Group, LLC?
Disclosed owners and executives of Rooted Financial Group, LLC include CLAUD, THOMAS, JAMES, Walker, Thomas, A, ROOTED FINANCIAL GROUP, LLC, SWAYZE, ASHLEIGH, COOPER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.