# ROOTED WEALTH ADVISORS

ROOTED WEALTH ADVISORS of BOURBONNAIS, IL is an SEC-registered investment adviser.

## Registration

- CRD: 313759
- Type: SEC-registered investment adviser
- SEC file number: 801-121129
- Location: 389 WILLIAM LATHAM R SENIOR DRIVE, BOURBONNAIS, IL, 60914
- Phone: 866.766.8332
- Latest filing: 2026-03-30
- Regulatory AUM: $408.8M
- Discretionary AUM: $406.1M
- Non-discretionary AUM: $2.8M
- Clients: 22
- Accounts: 3,720

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Jerry Scott Fuesel | DIRECTOR OF OPERATIONS | Chicago, IL |
| Zachary Blake Gray | FOUNDER AND CEO | — |
| Jenna Gray | VP, STRATEGY & GROWTH | — |
| Hilda Miranda | VP OF BUSINESS DEVELOPMENT | — |
| Jacqueline Diane Rose Walter | DIRECTOR OF MARKETING | — |
| Matthew Michael Giggey | CHIEF COMPLIANCE OFFICER | — |
| James Michael Cullen | CHIEF COMPLIANCE OFFICER | — |
| FUESEL JERRY SCOTT | DIRECTOR OF OPERATIONS | — |
| KELVIN JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| GRAY ZACHARY BLAKE | FOUNDER AND CEO; PRESIDENT; PRESIDENT, OWNER AND CCO | — |
| Gray Jenna | VP, STRATEGY & GROWTH | — |
| Kring Kenneth | DIRECTOR OF MARKETING | — |
| Pueschell William Michael | CHIEF CULTURE OFFICER | — |
| MIRANDA HILDA MIRISAL | VP OF BUSINESS DEVELOPMENT | — |
| MIRANDA HILDA | VP OF BUSINESS DEVELOPMENT | — |
| John Lee Savarino | DIRECTOR OF ADVISORY SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313759/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313759/similar
- Related entities: https://search.stillhousedata.com/firm/313759/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313759

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.