3Roots Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 30, 2026, reports $93M in regulatory assets under management, 3 employees, and 405 accounts.
Assets Under Management
$93M
Employees
3
Offices
--
Total Clients
112
Primary office
SCOTTSDALE, AZ
6908 E MORELAND ST., SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
82
2
HNWI
21.4%
24
3
Pension Plans
5.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$93Mas of April 30, 2026
Discretionary100.0%
$93M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$93M
Total Accounts405
10Y AUM Change+$93M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* 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.