ROTH FINANCIAL PARTNERS LLC
CRD #309814 SEC #801-119326 KINGWOOD, TX 281-973-8816
SEC Registered
Total AUM
$400.7M
Discretionary
$400.7M
Employees
4
Clients
251
Accounts
725
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $400.7M | $400.7M | $0 | 4 | 0 |
| Jun 2025 | $400.7M | $400.7M | $0 | 4 | 0 |
| Feb 2025 | $400.7M | $400.7M | $0 | 4 | 0 |
| Feb 2025 | $400.7M | $400.7M | $0 | 4 | 0 |
| Mar 2024 | $363M | $363M | $0 | 4 | 0 |
| Oct 2023 | $322.9M | $322.9M | $0 | 4 | 0 |
| May 2023 | $322.9M | $322.9M | $0 | 4 | 0 |
| May 2023 | $322.9M | $322.9M | $0 | 4 | 0 |
| Feb 2023 | $322.9M | $322.9M | $0 | 4 | 0 |
| Feb 2023 | $322.9M | $322.9M | $0 | 4 | 0 |
| Oct 2022 | $359.5M | $359.5M | $0 | 4 | 0 |
| Feb 2022 | $359.5M | $359.5M | $0 | 4 | 0 |
| Feb 2022 | $359.5M | $359.5M | $0 | 4 | 0 |
| Nov 2021 | $316.2M | $316.2M | $0 | 5 | 0 |
| Oct 2021 | $316.2M | $316.2M | $0 | 5 | 0 |
| Oct 2021 | $316.2M | $316.2M | $0 | 5 | 0 |
| Mar 2021 | $316.2M | $316.2M | $0 | 5 | 0 |
| Nov 2020 | $280.8M | $280.8M | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Aug 2020 | $0 | $0 | $0 | 5 | 0 |
| Aug 2020 | $0 | $0 | $0 | 5 | 0 |
| Aug 2020 | $0 | $0 | $0 | 5 | 0 |
| Jul 2020 | $0 | $0 | $0 | 5 | 0 |
| Jul 2020 | $0 | $0 | $0 | 5 | 0 |
DateJun 2025
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$322.9M
Discretionary$322.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$322.9M
Discretionary$322.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$322.9M
Discretionary$322.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$322.9M
Discretionary$322.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$322.9M
Discretionary$322.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$359.5M
Discretionary$359.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$316.2M
Discretionary$316.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$280.8M
Discretionary$280.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0