What departments does Rooted Wealth Advisors have?

Rooted Wealth Advisors has employees across 3 departments including Business, Marketing, Finance.

What is the largest department at Rooted Wealth Advisors?

The largest department at Rooted Wealth Advisors is Business with 1 employees.

Where are Rooted Wealth Advisors employees located globally?

Rooted Wealth Advisors has employees across 1 continents and 2 countries including United States Of America, Canada.

How has Rooted Wealth Advisors's team size changed over time?

Rooted Wealth Advisors's team has decreased from approximately 20 to 19 employees based on available data.

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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 provided by Rooted Wealth Advisors, INC. This channel is for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. To learn more about us and see important disclosures, visit our website at https://rootedretirement.com

Find Rooted Wealth Advisors employees' phone numbers or email addresses

Rooted Wealth Advisors Global Highlights

North America
29

United States Of America
28
Canada
1

Rooted Wealth Advisors's Leadership

Z. G.
Founder
Mobile Phone
Email
A. F.
Business Owner
Mobile Phone
Email
L. B.
Director Of First Impressions
Mobile Phone
Email
S. W.
Director Of First Impressions
Mobile Phone
Email
V. M.
Marketing Communications Manager
Mobile Phone
Email
C. Z.
Investment Advisor Representative
Mobile Phone
Email
M. M.
Mobile Phone
Email

Rooted Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Program & Project Management
Accounting
Other
Administrative

Contact profiles from Rooted Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. F.
Business Owner
Mobile Phone
Email
CanadaBritish Columbia
Nov 18, 2025
Z. G.
Founder
Mobile Phone
Email
UNITED STATES
Nov 03, 2025
L. B.
Director Of First Impressions
Mobile Phone
Email
Oct 17, 2024
S. W.
Director Of First Impressions
Mobile Phone
Email
Oct 23, 2024
V. M.
Marketing Communications Manager
Mobile Phone
Email
United StatesColorado
Mar 16, 2026
C. Z.
Investment Advisor Representative
Mobile Phone
Email
United StatesColorado
Mar 05, 2025
M. M.
Mobile Phone
Email
UNITED STATES
Mar 23, 2026

Frequently Asked Questions

What is Rooted Wealth Advisors known for?

Rooted Wealth Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 1521 North Convent Street Bourbonnais, Illinois 60914 United States. Explore Rooted Wealth Advisors's company overview page for more information.

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

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?

Rooted Wealth Advisors has approximately 18 employees as of March 2026. These team members are located across 1 continents, including North America.

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

As of March 2026, 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.
Marketing Communications Manager: V. M.

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