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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-04-2021
- Office Locations
- 3
Office Locations
About Rooted Wealth Advisors
Rooted Wealth Advisors is an Illinois-based RIA focused on helping families plan for and transition into retirement. The team provides holistic financial planning, including tax, estate/legacy and insurance planning, alongside portfolio construction and risk management. Investment implementation commonly uses mutual funds and ETFs with fixed income and annuity allocations as appropriate. Founder Zach Gray authored the retirement book “Deep Roots: Laying the Groundwork for Retirement.” Custody includes Charles Schwab.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ZACHARY BLAKE GRAY
Chief Executive Officer, FOUNDER
- CRD
- #5278372
- Ownership
- 75% or more
JERRY SCOTT FUESEL
Director, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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Alexander M Allegro
--
- CRD
- #7488852
Roan Robert Cannon
--
- CRD
- #8051484
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,065,198 | $109,599 |
| Non-Discretionary | $2,775,998 | $185,067 |
| Total | $408,841,196 | $109,904 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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