Updated:
ROOT WEALTH MANAGEMENT
ROOT WEALTH MANAGEMENT was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved...
Overview
ROOT WEALTH MANAGEMENT was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in GA, LA, TX. In Form ADV filed on 2026-02-16, it reported 2 employees; 116 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.
General information
Firm type
Registered Investment Adviser
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research ROOT WEALTH MANAGEMENT in Altss
Explore available research and relationship coverage for this adviser in Altss.