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⚲
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| Rooted Wealth Advisors Inc
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| |
|---|---|
| CRD # | 313759 |
| SEC # | 801-121129 |
| CIK # | 0001963732 |
| AUM | $223.0 MM (2024-08-05) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 815-918-4727 |
| Address | 389 William Latham R Senior Drive Bourbonnais, IL 60914 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($1000's) | Value ($1000's) |
|---|---|---|---|
| AAPL | 2,382,844,009.6 | 3.1 | |
| MSFT | 1,918,222,418.5 | 2.7 | |
| NVDA | 399,550,000.0 | 1.8 | |
| Holdings by Sector ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 129.2 |
| (b) Individuals (high net worth individuals) | 65 | 93.9 |
| (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 | 0.0 |
| (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 | 1,909 | 223.0 |
| By Discretionary | ||
| Discretionary | 1,909 | 223.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,909 | 223.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 223.0 | |
| Total | 1,909 | 223.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001963732] |
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|---|---|---|
|
Proactive Wealth Strategies LLC
✚
|
GA | 0.2 |
|
DWM Financial Group Inc
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IL | 0.2 |
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The H Group Washington Inc
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OR | 0.2 |
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Wells Financial Advisors Inc
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MA | 0.2 |
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Carter Financial LLC
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CA | 0.2 |
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Midwest Heritage Bank FSB
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IA | 0.2 |
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Clarus Wealth Advisors LLC
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AZ | 0.2 |
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Floyd Benjamin Joseph
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TX | 0.2 |
|
Briggs Wealth Management Inc
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CT | 0.2 |
|
Forte Asset Management LLC
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|
NY | 0.2 |