Rooted Wealth Advisors

CRD 313759 · Bourbonnais, IL · $408.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 313759
SEC number: 801-121129
Firm type: RIA
Assets under management: $408.8M as of Mar 30, 2026
Website: www.facebook.com/rootedwealthadvisors ↗
Phone: 866.766.8332
Address: 389 William Latham R Senior Drive, Bourbonnais, IL, 60914

Advisors at this firm

8 in our index · page 1 of 1

Alexander M AllegroCRD 7488852 · Bloomington, IL

IA RegisteredRegistration inactive
Roan Robert CannonCRD 8051484 · Bourbonnais, IL

IA Registered
Zachary Blake GrayCRD 5278372 · Bourbonnais, IL

IA RegisteredRegistration inactive
Andrew James LeeCRD 7687462 · Bourbonnais, IL

IA Registered
Joseph Stanley MatejaCRD 6414711 · Bourbonnais, IL

IA RegisteredRegistration inactive
Noah Andrew PosthumusCRD 7982367 · Bourbonnais, IL

IA Registered
John Lee SavarinoCRD 6549939 · Bourbonnais, IL

IA Registered
Connor William ZimmerCRD 6992555 · Denver, CO

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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