# 3ROOTS WEALTH PARTNERS LLC

3ROOTS WEALTH PARTNERS LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 338300
- Type: SEC-registered investment adviser
- SEC file number: 801-134422
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Brandon Michael Scott | INVESTMENT ADVISER REPRESENTATIVE | — |
| Jacob Tyler Hall | CHIEF COMPLIANCE OFFICER | — |
| Alexander M Cohen | INVESTMENT ADVISER REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338300/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338300/similar
- Related entities: https://search.stillhousedata.com/firm/338300/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338300

---

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.