TRUE ROOT FINANCIAL

TRUE ROOT FINANCIAL is an SEC-registered investment adviser (CRD 310652). Regulatory assets under management: $40.2M.

Registration

• CRD: 310652
• Type: Registered investment adviser
• Phone: (202) 558-8164
• Latest filing: 2026-03-04
• Regulatory AUM: $40.2M
• Discretionary AUM: $40.2M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310652 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search