# Retirement Roots Wealth Management LLC

Retirement Roots Wealth Management LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** retirementroots.com

## Regulatory record

- **CRD number:** 323272
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323272

## About

RETIREMENT ROOTS WEALTH MANAGEMENT LLC is a state-registered investment adviser in OVERLAND PARK, KS. It has 1 employee and 1 investment adviser. The firm is based in OVERLAND PARK, KS.

## Questions

### Is Retirement Roots Wealth Management a fiduciary?

As a registered investment advisor (RIA) in the United States, Retirement Roots Wealth Management is held to a fiduciary standard under the Investment Advisers Act of 1940, requiring it to act in clients' best interests. No public filings or disclosures contradict this status.

### What is the minimum account size at Retirement Roots Wealth Management?

No minimum account size has been publicly disclosed. RIAs with a retirement-planning specialization often set lower minimums (e.g., $250,000–$1 million) compared to multi-family offices, but this is speculative without firm data.

### Who founded Retirement Roots Wealth Management?

No named principals or founders are publicly associated with this firm. Its ownership structure, founding year, and leadership team remain undisclosed as of 2025.

### Where is Retirement Roots Wealth Management based?

The firm is registered in the United States, but no specific city or office address is publicly available. Its name does not reference a geographic location, making its regional footprint unclear.

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Last updated: 2026-07-11T12:29:53.000Z

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