ROOTED WEALTH ADVISORS, INC.
Legal name: ROOTED WEALTH ADVISORS
CRD #313759 SEC #801-121129 BOURBONNAIS, IL 866.766.8332
SEC Registered
Total AUM
$318.3M
Discretionary
$317.1M
Employees
20
Clients
--
Accounts
3,276
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $318.3M | $317.1M | $1.3M | 20 | 3 |
| Nov 2025 | $318.3M | $317.1M | $1.3M | 20 | 3 |
| Jun 2025 | $318.3M | $317.1M | $1.3M | 20 | 3 |
| Feb 2025 | $318.3M | $317.1M | $1.3M | 20 | 3 |
| Oct 2024 | $223M | $223M | $0 | 11 | 3 |
| Aug 2024 | $223M | $223M | $0 | 11 | 3 |
| Jul 2024 | $223M | $223M | $0 | 11 | 3 |
| Mar 2024 | $223M | $223M | $0 | 8 | 3 |
| Jan 2024 | $163.3M | $163.3M | $0 | 8 | 2 |
| Jul 2023 | $163.3M | $163.3M | $0 | 8 | 2 |
| Jul 2023 | $163.3M | $163.3M | $0 | 8 | 2 |
| Feb 2023 | $163.3M | $163.3M | $0 | 8 | 2 |
| Mar 2022 | $153.1M | $152.1M | $956.9K | 8 | 0 |
| Aug 2021 | $133M | $132.5M | $470.4K | 8 | 0 |
| May 2021 | $0 | $0 | $0 | 8 | 0 |
| Apr 2021 | $0 | $0 | $0 | 8 | 0 |
DateDec 2025
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.3M
Employees20
Clients3
DateNov 2025
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.3M
Employees20
Clients3
DateJun 2025
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.3M
Employees20
Clients3
DateFeb 2025
Total AUM$318.3M
Discretionary$317.1M
Non-Disc.$1.3M
Employees20
Clients3
DateOct 2024
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees11
Clients3
DateAug 2024
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees11
Clients3
DateJul 2024
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees11
Clients3
DateMar 2024
Total AUM$223M
Discretionary$223M
Non-Disc.$0
Employees8
Clients3
DateJan 2024
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees8
Clients2
DateJul 2023
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees8
Clients2
DateJul 2023
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees8
Clients2
DateFeb 2023
Total AUM$163.3M
Discretionary$163.3M
Non-Disc.$0
Employees8
Clients2
DateMar 2022
Total AUM$153.1M
Discretionary$152.1M
Non-Disc.$956.9K
Employees8
Clients0
DateAug 2021
Total AUM$133M
Discretionary$132.5M
Non-Disc.$470.4K
Employees8
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0