Roth Financial Partners LLC
● SEC registered since 2020CRD 309814SEC# 801-119326Kingwood, TX
Reg. AUM
$460.1M
Employees
4
Accounts
708
Location
Kingwood, TX
Roth Financial Partners LLC assets under management
Roth Financial Partners LLC operates as an SEC-registered investment adviser based in Kingwood, TX. The firm has been registered since 2020. It reports $460.1 million in regulatory assets under management and employs 4 people.
Roth Financial Partners LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Abram Johnson Control | Chief Compliance Officer And Co-President | Under 5% | 2020 |
| Eric Johnson (idgt) Trust Control | Member | 25-50% | 2025 |
| James Austin Roth Control | Co-President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Roth Financial Partners LLC manage?
Roth Financial Partners LLC reports $460.1 million in regulatory assets under management on its Form ADV.
How many employees does Roth Financial Partners LLC have?
Roth Financial Partners LLC reports 4 employees.
Where is Roth Financial Partners LLC located?
Roth Financial Partners LLC is based in Kingwood, TX and has been SEC-registered since 2020.
Does Roth Financial Partners LLC disclose fund performance?
Roth Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 855 Rockmead Drive, Suite 703, Kingwood, TX 77339 |
| Phone | 281-973-8816 |
| Fax | 281-973-8716 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1840888 |
| Discloses disciplinary history | No |
Regulatory AUM
$460.1M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$460.1Mregulatory AUM
Discretionary $460.1M