# ROOT WEALTH MANAGEMENT

ROOT WEALTH MANAGEMENT is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser

## Regulatory record

- **CRD number:** 329683
- **Registration status:** Registered with state securities authorities; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-02-16

## About

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.

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Updated: 2026-10-24T12:25:10.935273+00:00

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