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ROOT WEALTH MANAGEMENT LLC

Advisory

GA

Data as of Feb 16, 2026 · Source: SEC Form ADV

Average account
$285K
across 116 accounts
AUM per adviser
$17M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$33M
Discretionary %
100%
Clients
46
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

TRESTLE WEALTH ADVISORY, LLC
DULUTH, GA
$33M
AJAX CAPITAL ADVISORS, INC.
ATLANTA, GA
$33M
AUST FINANCIAL ADVISORY, LLC
$33M
VERSAILLES FINANCIAL, LLC
$33M
STANHOUSE FINANCIAL PLANNING AND MANAGEMENT, LLC
DULUTH, GA
$33M
RELIASTAR CAPITAL MANAGEMENT, INC.
DAWSONVILLE, GA
$34M

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