ROOT FINANCIAL PARTNERS, LLC
Legal name: ROOT FINANCIAL PARTNERS
CRD #290289 SEC #801-125945 ENCINITAS, CA (760) 452-0720
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
40
Clients
--
Accounts
2,597
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Degheri, Daniel, Vance | I | CHIEF COMPLIANCE OFFICER | NA | |
| Stickelman, Alexandra, Rose Addington | I | CHIEF COMPLIANCE OFFICER | NA | |
| Stickelman, Alexandra, Rose Addington | I | CHIEF COMPLIANCE OFFICER | NA | |
| Stickelman, Alexandra, Rose Addington | I | CHIEF COMPLIANCE OFFICER | NA | |
| Stickelman, Alexandra, Rose Addington | I | CHIEF COMPLIANCE OFFICER | NA | |
| Stickelman, Alexandra, Rose Addington | I | CHIEF COMPLIANCE OFFICER | NA | |
| Stickelman, Alexandra, Rose Addington | I | CHIEF COMPLIANCE OFFICER | NA | |
| Taublieb, Ari, Cooper | I | CHIEF GROWTH OFFICER | NA | Control |
| Taublieb, Ari, Cooper | I | CHIEF GROWTH OFFICER | NA | Control |
| Taublieb, Ari, Cooper | I | CHIEF GROWTH OFFICER | NA | Control |
| Taublieb, Ari, Cooper | I | CHIEF GROWTH OFFICER | NA | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER & CCO | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
| CONOLE, JAMES, MATTHEW | I | FOUNDER | E | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (39)
AR AZ CA CO CT DC DE FL GA HI ID IL IN KS KY LA MA MD ME MI MN MO NC NE NH NJ NV NY OH OK OR PA SC SD TN TX VA WA WI
Address
1106 2ND STREETSUITE 102
ENCINITAS, CA 92024
United States
Phone: (760) 452-0720