3roots Wealth Partners LLC
● SEC registered since 2025CRD 338300SEC# 801-134422Scottsdale, AZ
Reg. AUM
$92.6M
Employees
3
Accounts
405
Location
Scottsdale, AZ
3roots Wealth Partners LLC assets under management
3roots Wealth Partners LLC is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2025. It reports $92.6 million in regulatory assets under management and employs 3 people.
3roots Wealth Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander M Cohen Control | Investment Adviser Representative | 25-50% | 2025 |
| Brandon Michael Scott Control | Investment Adviser Representative | 25-50% | 2025 |
| Jacob Tyler Hall Control | Chief Compliance Officer | 25-50% | 2025 |
Frequently asked questions
How much does 3roots Wealth Partners LLC manage?
3roots Wealth Partners LLC reports $92.6 million in regulatory assets under management on its Form ADV.
How many employees does 3roots Wealth Partners LLC have?
3roots Wealth Partners LLC reports 3 employees.
Where is 3roots Wealth Partners LLC located?
3roots Wealth Partners LLC is based in Scottsdale, AZ and has been SEC-registered since 2025.
Does 3roots Wealth Partners LLC disclose fund performance?
3roots Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6908 E Moreland St., Scottsdale, AZ 85257 |
| Phone | 402-980-1525 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$92.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$92.6Mregulatory AUM
Discretionary $92.6M