Rooted Wealth Advisors, Inc.

EST. AUM
$408,841,196

CONTACTS

CLIENT ACCOUNTS
3,720

Firm Details

Metro area Chicago
CRD Number 313759
Website rootedretirement.com
Client types

Overview

Rooted Wealth Advisors, Inc. is a SEC-registered investment adviser headquartered in Bourbonnais, Illinois. Founded in 2016 by Zachary B. Gray, the firm specializes in retirement income planning, investment management, tax-aware financial planning, and holistic wealth management for individuals and families.

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

Rooted Wealth Advisors, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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