BOURBONNAIS, ILCRD 313759Latest ADV March 30, 2026
Rooted Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Bourbonnais, IL. Its latest Form ADV filing, dated March 30, 2026, reports $409M in regulatory assets under management, 22 employees, 7 offices, and 3,720 accounts.
Assets Under Management
$409M
Employees
22
Offices
7 offices
Total Clients
1,652
Primary office
BOURBONNAIS, IL
389 WILLIAM LATHAM R SENIOR DRIVE, BOURBONNAIS, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.8% of total clients.
Top client categories% of clientsClients
1
Individuals
90.8%
1,500
2
HNWI
6.4%
105
3
Corporations
1.9%
31
4
Charitable
1.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$409Mas of March 30, 2026
Discretionary99.3%
$406M
99% of total RAUM99.3%
Non-discretionary0.7%
$3M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$409M
Total Accounts3,720
10Y AUM Change+$409M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee75:1
10Y Employee Change+14 (+175.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.