Rooted Wealth Advisors
Rooted Wealth Advisors (CRD# 313759) is a financial advisory firm headquartered in Bourbonnais, IL. They manage $223,035,595 in 1,909 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management223MILLION
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Total Number of Accounts1,909ACCOUNTS
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Average Account Value$116,834
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IL, IN, TN, TX
Zachary Gray (CRD# 5278372) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has over 15 years of experience in the finance industry.
Connor Zimmer (CRD# 6992555) is an Investment Advisor Representative working at Rooted Wealth Advisors in Denver, CO and has over 5 years of experience in the finance industry.
Logan Gigl (CRD# 7558121) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has 1 year of experience in the finance industry.
Andrew Lee (CRD# 7687462) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bloomington, IL and has 1 year of experience in the finance industry.
Joseph Mateja (CRD# 6414711) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has over 9 years of experience in the finance industry.
John Savarino (CRD# 6549939) is an Investment Advisor Representative working at Rooted Wealth Advisors in Bourbonnais, IL and has over 3 years of experience in the finance industry.