3roots Wealth Partners LLC
3roots Wealth Partners LLC is an SEC-registered mass-market adviser in Scottsdale, AZ with $92.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns 3roots Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338300, SEC 801-134422, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $92.6M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 3
- Clients
- 112
- CRD
- 338300
- Ownership
- SCOTT, BRANDON, MICHAEL; Cohen, Alexander, M; Hall, Jacob, Tyler
How much AUM does 3roots Wealth Partners LLC have?
3roots Wealth Partners LLC reported $92.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns 3roots Wealth Partners LLC?
Disclosed owners and executives of 3roots Wealth Partners LLC include SCOTT, BRANDON, MICHAEL, Cohen, Alexander, M, Hall, Jacob, Tyler. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.