ROOTED PLANNING LLC

ROOTED PLANNING LLC is an SEC-registered investment adviser (CRD 323227). Regulatory assets under management: $10.3M.

Registration

• CRD: 323227
• Type: Registered investment adviser
• Phone: 980-254-6747
• Latest filing: 2026-02-02
• Regulatory AUM: $10.3M
• Discretionary AUM: $10.3M
• Clients: 1
• Accounts: 74

Business model

Compensation: % of AUM, 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 323227 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search