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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rooted Wealth Advisors Inc
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|---|---|
| CRD # | 313759 |
| SEC # | 801-121129 |
| CIK # | 0001963732 |
| AUM | $318.3 M (2025-06-10) |
| Employees | 20 (35% Investors, 0% Brokers) |
| Phone | 866-766-8332 |
| Address | 389 William Latham R Senior Drive Bourbonnais, IL 60914 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.2 | ||
| Apple Inc | 3.2 | ||
| Nvidia Corp | 2.9 | ||
| Amazon Com Inc | 2.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,300 | 165.5 |
| (b) Individuals (high net worth individuals) | 125 | 150.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (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 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,276 | 318.3 |
| By Discretionary | ||
| Discretionary | 3,271 | 317.1 |
| Non-Discretionary | 5 | 1.3 |
| Total | 3,276 | 318.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.3 | |
| Total | 3,276 | 318.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963732] |
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|---|---|---|
|
Bentley Financial Group Inc
✚
|
IL | 0.3 |
|
Forza Wealth Management LLC
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|
FL | 0.3 |
|
Silver Lake Advisory LLC
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0.3 | |
|
Alden Investment Advisors LLC
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PA | 0.3 |
|
Saltmarsh Financial Advisors LLC
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|
FL | 0.3 |
|
Ballast Capital Advisors LLC
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IA | 0.3 |
|
Sara-Bay Financial Corp
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FL | 0.3 |
|
Grattan Financial Strategies Inc
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|
CA | 0.3 |
|
GKV Capital Management Co Inc
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CA | 0.3 |
|
Canopy 360 Wealth LLC
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|
FL | 0.3 |