# Roots First Wealth Management

Roots First Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 326161
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326161

## About

ROOTS FIRST WEALTH MANAGEMENT is a state-registered investment adviser in HIGHLANDS RANCH, CO. It manages approximately $17 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Questions

### How can I verify the legitimacy of Roots First Wealth Management?

Without a website, regulatory filing, or public professional footprint, verification requires direct contact with a known principal who can provide entity formation documents, office location, and references from existing banking or professional-services relationships. No public data source can independently confirm the firm's existence or authorization.

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- [2PIFINANCIAL CORP.](https://altss.com/profile/2pifinancial-corp)

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Last updated: 2026-07-06T01:24:24.654Z

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