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| Keyboard |
| Rooted Wealth Advisors Inc
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|
|---|---|
| CRD # | 313759 |
| SEC # | 801-121129 |
| CIK # | 0001963732 |
| AUM | 408.8 M (2026-03-30) |
| Employees | 22 (36% 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) | |
|---|---|---|---|
| Apple Inc | 5.3 | ||
| Nvidia Corp | 5.1 | ||
| Microsoft Corp | 4.6 | ||
| Amazon Com Inc | 3.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,500 | 197.7 |
| (b) Individuals (high net worth individuals) | 105 | 203.8 |
| (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 | 16 | 1.4 |
| (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 | 31 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,720 | 408.8 |
| By Discretionary | ||
| Discretionary | 3,705 | 406.1 |
| Non-Discretionary | 15 | 2.8 |
| Total | 3,720 | 408.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 408.8 | |
| Total | 3,720 | 408.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963732] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
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