$33.1M Total AUM
$33.1M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-13-2024
- Office Locations
- 2
Office Locations
-- Decatur GA
-- Lafayette LA
About Root Wealth Management
Root Wealth Management is an independent boutique RIA providing deep-dive financial planning and ongoing wealth management. The firm emphasizes clarity, education, and customized advice, supporting needs such as tax and estate planning, charitable giving, insurance, and business succession. Led by CFP®/CIMA® advisor Kurt Dupuis, it primarily serves retail households and custodies assets at Charles Schwab.
Team overview
41 AVG AGE
$16.6M AVG AUM / ADVISOR
$719.8K AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KURT JUSTIN DUPUIS
Chief Compliance Officer, Financial Advisor, Owner, Partner
- CRD
- #5824651
- Ownership
- 75% or more
Available
Available
Available
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MARK ALAN THOMAS SR
--
- CRD
- #1513398
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,110,754 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,110,754 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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