# ROOTS FIRST WEALTH MANAGEMENT

ROOTS FIRST WEALTH MANAGEMENT of HIGHLANDS RANCH, CO is an SEC-registered investment adviser.

## Registration

- CRD: 326161
- Type: SEC-registered investment adviser
- Location: 1745 SHEA CENTER DR, HIGHLANDS RANCH, CO, 80129
- Phone: 303-867-6918
- Latest filing: 2026-03-17
- Regulatory AUM: $16.6M
- Discretionary AUM: $16.6M
- Clients: 2
- Accounts: 100

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326161/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326161/similar
- Related entities: https://search.stillhousedata.com/firm/326161/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326161

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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.