3
CRD: 338300
3roots Wealth Partners LLC
Scottsdale, AZ, 85257
4029801525
$92.6M Total AUM
$92.6M Disc. AUM
-- 3Y CAGR
3 Employees
112 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2025
- Office Locations
- 1
Office Locations
6908 E Moreland St. Scottsdale AZ
About 3roots Wealth Partners LLC
3roots Wealth Partners LLC is a Scottsdale-based RIA. The firm has been operating for 0 years. Managing $92.6M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
29 AVG AGE
$30.9M AVG AUM / ADVISOR
$827.2K AVG AUM / CLIENT
0.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Zenith focus Vital catalyst Ridge Quantum unison Momentum beacon
Investment Themes
Foundation North Harbor quantum
Investment Vehicles
Delta
Platform
Wave
Services
Summit summit Legacy zenith Focus Legacy north Horizon Vital value
Owner & Executives
A
Alexander M Cohen
Investment Adviser Representative
- CRD
- #6692604
- Ownership
- 25% but less than 50%
(211) 749-4947
meridian.capital@valuecapital.com
in linkedin.com/in/vertex-crest
Jacob Tyler Hall
Chief Compliance Officer
- CRD
- #6778968
- Ownership
- 25% but less than 50%
(368) 798-4858
frontier.harbor@elementcapital.com
in linkedin.com/in/capital-focus
C
Catalyst vital
Vertex optima wave
- CRD
- #86850
- Ownership
- 41.7%
(284) 977-6160
focus.unison@unisoncapital.com
in linkedin.com/in/zenith-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,647,972 | $228,760 |
| Non-Discretionary | $0 | -- |
| Total | $92,647,972 | $228,760 |
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Separately Managed Accounts
Total SMA Asset: $92,647,972
Public Funds:
24.0% Equity - Exchange:
17.2% Cash:
24.9% Private Funds:
9.0% Corporate - Investment Grade:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,237,358,329 | 24.0% |
| Equity - Exchange | $886,773,469 | 17.2% |
| Cash | $1,283,759,267 | 24.9% |
| Private Funds | $464,009,374 | 9.0% |
| Corporate - Investment Grade | $1,283,759,267 | 24.9% |
| Total | $5,155,659,706 | 100.0% |