# 3Roots Wealth Partners

3Roots Wealth Partners is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/3roots-wealth-partners

## Regulatory record

- **CRD number:** 338300
- **SEC file number:** 801-134422
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338300

## About

3ROOTS WEALTH PARTNERS LLC is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2025. The firm manages approximately $93 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### In which geographic regions does 3Roots Wealth Partners operate?

There is no verified geographic footprint beyond a US registration for 3Roots Wealth Partners LLC. Headquarters city and additional office locations are not disclosed. Institutional allocators cannot determine regional focus from public sources.

### What investment sectors does 3Roots Wealth Partners target?

The firm does not publish an investment thesis or sector focus. No public filings or press coverage mention venture capital, private equity, real estate, or other asset-class exposure. Sector tags remain empty.

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Last updated: 2026-07-06T01:24:10.448Z

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