3Roots Wealth Partners

EST. AUM
$92,647,972

CONTACTS
2

CLIENT ACCOUNTS
405

Firm Details

Metro area Phoenix
CRD Number 338300
Website 3rootswealthpartners.com
Client types

Overview

3Roots Wealth Partners is an Arizona-based independent financial advisory firm, founded by partners with over 30 years of combined industry experience. They serve affluent individuals and families with a client-first, forward-thinking approach that marries trust, innovation, and care.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

3Roots Wealth Partners

Platform Details

Investment Preferences

Alternative Activity

Address

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