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
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 112 clients, or 37.3 clients per representative. That equates to $827.2K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on August 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review 3roots Wealth Partners LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full 3roots Wealth Partners LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Alexander M Cohen
Investment Adviser Representative
- CRD
- #6692604
- Ownership
- 25% but less than 50%
Jacob Tyler Hall
Chief Compliance Officer
- CRD
- #6778968
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,647,972 | $228,760 |
| Non-Discretionary | $0 | -- |
| Total | $92,647,972 | $228,760 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
3roots Wealth Partners LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.