3ROOTS WEALTH PARTNERS LLC
CRD #338300 SEC #801-134422 SCOTTSDALE, AZ 402-980-1525
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 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 |
|---|---|---|---|---|
| Cohen, Alexander, M | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| Cohen, Alexander, M | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| Hall, Jacob, Tyler | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Hall, Jacob, Tyler | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SCOTT, BRANDON, MICHAEL | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
| SCOTT, BRANDON, MICHAEL | I | INVESTMENT ADVISER REPRESENTATIVE | C | Control |
Registrations
Federal
IA
Sep 11, 2025 REGISTERED
Notice Filings (4)
AZ CA NE TX
Address
6908 E MORELAND ST.SCOTTSDALE, AZ 85257
United States
Phone: 402-980-1525