3ROOTS WEALTH PARTNERS LLC
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
FINTRXOverview
3roots Wealth Partners LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. Owned by an individual, the firm serves both individual & family clients and institutional accounts. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. 3roots charges fees on a percentage-of-AUM basis and can also bill hourly or via fixed fees. The firm identifies itself as a capital allocator rather than a pure stock-picker and does not position as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities19%
- Cash & Cash Equivalents7%
- Private Funds4%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2BRANDON SCOTT
Founding Partner and Chief Investment OfficerCRD 6345696
Jacob Hall
Founding Partner & COOCRD 6778968
Contacts
1 of 1Alexander Cohen
Founding Partner and Wealth AdvisorCRD 6692604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 6908 E Moreland St
- Time zone
- MT (UTC-7)
- Office locations
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