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⚲
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| 3Roots Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 338300 |
| SEC # | 801-134422 |
| CIK # | |
| AUM | $92.6 M (2026-04-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 402-980-1525 |
| Address | 6908 E Moreland St Scottsdale, AZ 85257 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 25.6 |
| (b) Individuals (high net worth individuals) | 24 | 61.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 5.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 92.6 |
| By Discretionary | ||
| Discretionary | 405 | 92.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 405 | 92.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 92.6 | |
| Total | 405 | 92.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Henley & Company Wealth Management LLC
✚
|
NY | 0.1 |
|
Statetrust Capital LLC
✚
|
FL | 0.1 |
|
Oelschlager Investments LLC
✚
|
OH | 0.1 |
|
Compass Investments LLC
✚
|
PA | 0.1 |
|
Wealthspan Investment Management LLC
✚
|
MI | 0.1 |
|
Tekmen Wells LLC
✚
|
NY | 0.1 |
|
Woodmont Advisory Group Inc
✚
|
0.1 | |
|
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |
|
Pegasus Group LLC
✚
|
NJ | 0.1 |
|
Novus Advisors LLC
✚
|
SC | 0.1 |