3ROOTS WEALTH PARTNERS LLC

3ROOTS WEALTH PARTNERS LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 338300). Regulatory assets under management: $92.6M.

Registration

• CRD: 338300
• SEC file number: 801-134422
• Type: Registered investment adviser
• Location: 6908 E MORELAND ST., SCOTTSDALE, AZ, 85257
• Phone: 402-980-1525
• Latest filing: 2026-08-05
• Regulatory AUM: $92.6M
• Discretionary AUM: $92.6M
• Clients: 3
• Accounts: 405

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338300 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search