Familyroot Wealth Advisors, LLC

RIAState Registered

Total AUM

$5.2M

Discretionary

$5.2M

100% of AUM

Avg account

$193K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 338085
Website: www.familyrootwealth.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.4%
Individuals26.6%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Familyroot Wealth Advisors, LLC is an independent, individual-owned RIA that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm also offers selection-of-other-advisers services and acts as a capital allocator, placing client capital with outside managers when appropriate. Compensation is by percentage of AUM and by fixed fees. Familyroot is state-registered in Florida and Georgia and does not present itself as an active ESG investor.