Rooted Wealth Advisors, Inc.
Rooted Wealth Advisors, Inc. is an SEC-registered investment adviser headquartered in Bourbonnais, Illinois. Founded in 2016 by Zachary B. Gray, the firm offers comprehensive investment management and advisory services tailored to individual clients’ needs, including retirement planning, estate planning, and asset management. Serving primarily individual and high net worth clients, Rooted Wealth Advisors had approximately 20 employees as of 2025. The firm is committed to providing personalized financial solutions through client-centric planning and ongoing advisory relationships.
Investment Strategy
Rooted Wealth Advisors provides individually tailored investment portfolios based on ongoing client discussions to determine each client's unique goals, objectives, time horizons, and risk tolerance. They develop personal investment policies and asset allocation targets through in-depth data gathering, then manage portfolios in accordance with these guidelines. The firm prioritizes personalized advice, typically leveraging third-party institutional managers when suitable, and incorporates holistic financial planning into its investment process to ensure each client’s full financial picture is addressed.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 15.45% | $50.7M | 82,327 | $427.14 | $612.38 | +$4.3M |
D DGRO | ISHARES TR | 5.64% | $18.5M | 269,918 | $57.07 | $68.08 | +$1.9M |
I IDMO | INVESCO EXCH TRADED FD TR II | 5.25% | $17.2M | 316,654 | $53.99 | $53.99 | +$17.2M |
S SPYG | SPDR SERIES TRUST | 5.16% | $16.9M | 161,410 | $65.71 | $104.51 | +$2.3M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 4.88% | $16.0M | 280,323 | $56.30 | $57.10 | +$994.3K |