# 3roots Wealth Partners LLC: new SEC registration, $93M AUM, Scottsdale, AZ

**Score:** 30/100

| Field | Value |
|---|---|
| Firm | 3roots Wealth Partners LLC |
| Legal name | 3roots Wealth Partners LLC |
| CRD | 338300 |
| Status | Approved |
| Registered with the SEC | 2025-09-30 |
| Latest Form ADV filing | 2026-08-05 |
| Location | Scottsdale, AZ, United States |
| Regulatory AUM | $92,647,972 |
| Accounts | 405 |
| Employees | 3 |
| Website | https://www.instagram.com/3roots_wealth_partners/ |

## Why this score
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/338300). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.