Rooted Wealth Advisors, Inc.
● SEC registered since 2021CRD 313759SEC# 801-121129Bourbonnais, IL
Reg. AUM
$408.8M
Employees
22
Accounts
3,720
Location
Bourbonnais, IL
Rooted Wealth Advisors, Inc. assets under management
Rooted Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Bourbonnais, IL. The firm has been registered since 2021. It reports $408.8 million in regulatory assets under management and employs 22 people.
Rooted Wealth Advisors, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hilda Miranda Control | Vp Of Business Development | Under 5% | 2024 |
| Jacqueline Diane Rose Walter | Director Of Marketing | Under 5% | 2025 |
| Jenna Gray | Vp, Strategy & Growth | Under 5% | 2023 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rooted Wealth Advisors, Inc. manage?
Rooted Wealth Advisors, Inc. reports $408.8 million in regulatory assets under management on its Form ADV.
How many employees does Rooted Wealth Advisors, Inc. have?
Rooted Wealth Advisors, Inc. reports 22 employees.
Where is Rooted Wealth Advisors, Inc. located?
Rooted Wealth Advisors, Inc. is based in Bourbonnais, IL and has been SEC-registered since 2021.
Does Rooted Wealth Advisors, Inc. disclose fund performance?
Rooted Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 389 William Latham R Senior Drive, Bourbonnais, IL 60914 |
| Phone | 866.766.8332 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1963732 |
| Discloses disciplinary history | No |
Regulatory AUM
$408.8M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$408.8Mregulatory AUM
Discretionary $406.1MNon-discretionary $2.8M