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Home > Retirement Planners > illinois > bourbonnais > ROOTED WEALTH ADVISORS
ROOTED WEALTH ADVISORS
389 William Latham R Senior Drive
Bourbonnais, Illinois 60914
Tel: 866.766.8332
About ROOTED WEALTH ADVISORS
ROOTED WEALTH ADVISORS, formally registered with the SEC as ROOTED WEALTH ADVISORS. The firm was established in 05/04/2021. They have over 7 offices throughout the country.
ROOTED WEALTH ADVISORS is a Bourbonnais, Illinois based Financial Planning firm with nearly $318,346,720 assets under management, offering retirement planning & investment advisory services to 3276 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313759 |
| SEC# | 801-121129 |
| Assets Managed by Firm | $318,346,720 |
| No. of Clients | 3276 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3276 | $318,346,720 |
| Individuals (other than high net worth individuals) | 1300 | $165,546,720 |
| High net worth individuals | 125 | $150,000,000 |
| Charitable organizations | Fewer than 5 clients | $800,000 |
| Corporations or other businesses | Fewer than 5 clients | $2,000,000 |
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|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
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| $239,614,971,441 | 59703 | 397 |
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