D.b. Root & Company, LLC
● SEC registered since 2015CRD 188512SEC# 801-106632Pittsburgh, PA
Reg. AUM
$952.4M
Employees
22
Accounts
2,654
Location
Pittsburgh, PA
About D.b. Root & Company
D.B. Root & Company offers flagship wealth management, multi-generational advisory, fiduciary retirement plan consulting, and institutional services for endowments and foundations. It emphasizes fiduciary processes and planning that evolve with client needs.
Summary based on the firm’s website.
D.b. Root & Company, LLC assets under management
D.b. Root & Company, LLC is an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2015. It reports $952.4 million in regulatory assets under management and employs 22 people.
D.b. Root & Company, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| D.b. Root Management, Inc. Control | Parent Holding Company | Over 75% | 2017 |
| David Bond Root Control | Chief Executive Officer And Elected Manager | Under 5% | 2015 |
| Heather Ann Ostrowski Control | Chief Financial Officer | Under 5% | 2015 |
| Jesse B Root Control | Chief Operating Officer | Under 5% | 2024 |
| Michael J Aroesty Control | Chief Investment Officer | Under 5% | 2019 |
| Richard Leeway Chen Control | Chief Compliance Officer | Under 5% | 2025 |
| David Bond Root Control | Shareholder | Over 75% | 2017 |
Frequently asked questions
How much does D.b. Root & Company, LLC manage?
D.b. Root & Company, LLC reports $952.4 million in regulatory assets under management on its Form ADV.
How many employees does D.b. Root & Company, LLC have?
D.b. Root & Company, LLC reports 22 employees.
Where is D.b. Root & Company, LLC located?
D.b. Root & Company, LLC is based in Pittsburgh, PA and has been SEC-registered since 2015.
Does D.b. Root & Company, LLC disclose fund performance?
D.b. Root & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219 |
| Phone | 412-227-2800 |
| Fax | 412-227-2805 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1731717 |
| Discloses disciplinary history | No |
Regulatory AUM
$952.4M▲ 15%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,369 advisers
EmployeesTop 22%
More than 78% of 16,804 advisers
Assets under management
$952.4Mregulatory AUM
Discretionary $952.4M