ROOT WEALTH MANAGEMENT

ROOT WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 329683). Regulatory assets under management: $33.1M.

Registration

• CRD: 329683
• Type: Registered investment adviser
• Phone: (404) 445-5745
• Latest filing: 2026-02-16
• Regulatory AUM: $33.1M
• Discretionary AUM: $33.1M
• Clients: 2
• Accounts: 116

Business model

Compensation: % of AUM, Hourly, 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 329683 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search