ROOTN WEALTH MANAGEMENT, INC.

ROOTN WEALTH MANAGEMENT, INC. of AUSTIN, TX is an SEC-registered investment adviser (CRD 340886).

Registration

• CRD: 340886
• Type: Registered investment adviser
• Location: 13785 RESEARCH BLVD, AUSTIN, TX, 78750
• Phone: (737) 296-0551
• Latest filing: 2026-05-13
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340886 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search