# TRUE ROOT FINANCIAL

TRUE ROOT FINANCIAL is a RIA based in San Francisco, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://truerootfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/truerootfinancial

## Regulatory record

- **CRD number:** 310652
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310652

## About

TRUE ROOT FINANCIAL is a state-registered investment adviser with approximately $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at TRUE ROOT FINANCIAL?

Public records do not identify any investment professionals at TRUE ROOT FINANCIAL. The firm's leadership team, if any, has not been disclosed in a public capacity.

### Does TRUE ROOT FINANCIAL participate in fund commitments or only direct deals?

Public records do not disclose whether TRUE ROOT FINANCIAL participates in fund commitments or direct deals. No investment activity has been attributed to the firm in publicly available databases or press reports.

### What investment stages does TRUE ROOT FINANCIAL typically target?

The firm's target investment stages are not publicly known. No documentation of stage preferences—whether venture, growth, buyout, or credit—exists in the public domain.

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Last updated: 2026-07-09T01:05:23.781Z

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