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Rooted Wealth Advisors Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Rooted Wealth Advisors operates within the financial services field, delivering investment advisory services through its firm, Rooted Wealth Advisors, INC. Its focus is on helping individuals and families manage their finances and navigate long-term planning, with an emphasis on guidance from someone who knows them by name. The approach centers on tailored, person-to-person advice rather than generic recommendations.

The company is based in Bourbonnais, Illinois, and operates as a small to mid-sized team. Zach Gray is the founder. All client-facing materials are presented for informational purposes and are not legal, tax, or investment advice.

Find Rooted Wealth Advisors employees' phone numbers or email addresses

Rooted Wealth Advisors Global Highlights

Location
Employees

North America
28

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  • United States Of America
    27
  • Canada
    1

Rooted Wealth Advisors's Leadership

  • Stylized image of a person
    A. F.
    Business Owner
    Mobile Phone
  • Stylized image of a person
    L. B.
    Director Of First Impressions
    Mobile Phone
  • Stylized image of a person
    S. W.
    Director Of First Impressions
    Mobile Phone

Rooted Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Program & Project Management
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Rooted Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. F.
    Business Owner
    Mobile Phone
    CanadaBritish Columbia
    Jun 28, 2026
  • Stylized image of a person
    L. B.
    Director Of First Impressions
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. W.
    Director Of First Impressions
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Rooted Wealth Advisors known for?

Minus sign iconPlus sign iconRooted Wealth Advisors was founded in 2016 operates in the Financial Services industry. Explore Rooted Wealth Advisors's company overview page for more information.

What is Rooted Wealth Advisors's most common email format?

Minus sign iconPlus sign iconRooted Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rooted Wealth Advisors email formats with LeadIQ.

How many employees does Rooted Wealth Advisors have currently?

Minus sign iconPlus sign iconRooted Wealth Advisors has approximately 21 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Rooted Wealth Advisors's key employees and leadership?

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As of July 2026, Rooted Wealth Advisors's key employees include:

  • Business Owner: A. F.
  • Director Of First Impressions: L. B.
  • Director Of First Impressions: S. W.

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