Rooted Wealth Advisors Employee Directory

Financial ServicesIllinois, United States11-50 Employees

“We believe you deserve to have someone working for your money and your family as hard as you’ve worked to build those things. We also believe it’s possible for you to receive financial guidance from someone who knows you by name.”
- Founder, Zach Gray

Investment advisory services offered only by duly registered individuals through Rooted Wealth Advisors.

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
    Z. G.
    Founder
    Phone icon
  • Stylized image of a person
    A. F.
    Business Owner
    Phone icon
  • Stylized image of a person
    L. B.
    Director Of First Impressions
    Phone icon
  • Stylized image of a person
    S. W.
    Director Of First Impressions
    Phone icon
  • Stylized image of a person
    C. Z.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    M. M.
    Phone icon

Contact profiles from Rooted Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. F.
    Business Owner
    Phone icon
    CanadaBritish Columbia
    Nov 18, 2025
  • Stylized image of a person
    Z. G.
    Founder
    Phone icon
    UNITED STATES
    Nov 03, 2025
  • Stylized image of a person
    L. B.
    Director Of First Impressions
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. W.
    Director Of First Impressions
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. Z.
    Investment Advisor Representative
    Phone icon
    United StatesColorado
    Mar 05, 2025
  • Stylized image of a person
    M. M.
    Phone icon
    UNITED STATES
    Sep 17, 2024

Frequently Asked Questions

What is Rooted Wealth Advisors known for?

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Rooted Wealth Advisors was founded in 1988 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?

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Rooted 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?

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Rooted Wealth Advisors has approximately 18 employees as of December 2025. 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 December 2025, Rooted Wealth Advisors's key employees include:

  • Founder: Z. G.
  • Business Owner: A. F.
  • Director Of First Impressions: L. B.
  • Director Of First Impressions: S. W.
  • Investment Advisor Representative: C. Z.

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