Dakota
Dakota
Book a Demo
Talk to an Expert

Rooted Wealth Management

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Sacramento
CRD Number
Website rootedwm.com
Client types

Overview

Rooted Wealth Management is an advisory team of Ascentis Independent Advisors based in Modesto, California, and was previously affiliated with Raymond James.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy