ROOTS FIRST WEALTH MANAGEMENT

ROOTS FIRST WEALTH MANAGEMENT of HIGHLANDS RANCH, CO is an SEC-registered investment adviser (CRD 326161). Regulatory assets under management: $16.6M.

Registration

• CRD: 326161
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326161 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search