R
CRD: 326161
Roots First Wealth Management
$16.6M Total AUM
$16.6M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Apex · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2023
- Office Locations
- 1
Office Locations
1745 Shea Center DR 4TH Floor Highlands Ranch CO
About Roots First Wealth Management
Roots First Wealth Management is a Highlands Ranch-based RIA. The firm has been operating for 3 years. Managing $16.6M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Apex.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$503.0K AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
M
Matthew Young Johnson
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Vice President
- CRD
- #7690322
- Ownership
- 75% or more
Available
Available
Available
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R
Richard David Staves
Financial Planner
- CRD
- #1879748
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,600,000 | -- |
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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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