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3roots Wealth Partners LLC

CRD 338300  ·  Scottsdale, AZ  ·  $92.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
338300
SEC number
801-134422
Firm type
RIA
Assets under management
$92.6M as of Apr 30, 2026
Website
www.instagram.com/3roots_wealth_partners ↗
Phone
402-980-1525
Address
6908 E Moreland St., Scottsdale, AZ, 85257

Advisors at this firm

3 in our index · page 1 of 1

  • Alexander M CohenCRD 6692604 · Scottsdale, AZ
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Jacob Tyler HallCRD 6778968 · Scottsdale, AZ
    IA RegisteredRegistration inactive
  • Brandon Michael ScottCRD 6345696 · Scottsdale, AZ
    IA RegisteredRegistration inactive
1–3 of 3

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 338300 ↗ FINRA BrokerCheck record for firm CRD 338300 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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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