3roots Wealth Partners LLC

RIASEC RegisteredEst. 2025

Total AUM

$92.6M

Discretionary

$92.6M

100% of AUM

Avg account

$229K

Accounts

405

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 338300
Registered since: September 30, 2025
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.98%
Individuals27.65%
Pension & Profit Sharing Plans6.37%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

3roots Wealth Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm describes itself as a capital allocator and serves both individual and family clients as well as institutional relationships. Its advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers/sub-advisors. Compensation options are flexible, combining AUM-based fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.