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Rooted Wealth Advisors

Rooted Wealth Advisors

Financial ServicesFlag of USBourbonnais, Illinois, United States11-20 Employees

Company overview

Headquarters1521 N Convent St, Bourbonnais, Illinois 60914, US
Phone number+18667668332
Website
NAICS52
SIC628
Keywords
Investments, Disability Insurance, Life Insurance, Retirement Income Strategies, Fixed Indexed Annuities, Roth Ira Conversions, Long-Term Care Policies
Founded1988
Employees11-20
Socials

Key Contacts at Rooted Wealth Advisors

Flag of US

Zach Gray

Founder

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Jerry S. Fuesel

Director Of Operations

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Jacqueline Walter

Marketing Director

Rooted Wealth Advisors Email Formats

Rooted Wealth Advisors uses 2 email formats. The most common is {first initial} (e.g., j@rootedretirement.com), used 66.7% of the time.

FormatExamplePercentage
{first initial}
j@rootedretirement.com
66.7%
{first name}
john@rootedretirement.com
33.3%

About Rooted Wealth Advisors

“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.

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Rooted Wealth Advisors revenue & valuation

Annual revenue$1,539,990
Revenue per employee$86,000
Estimated valuation?$5,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
C-Suite

Employees by Department

Rooted Wealth Advisors has 7 employees across 5 departments.

Departments

Number of employees

Funding Data

Rooted Wealth Advisors has never raised funding before.

Rooted Wealth Advisors Tech Stack

Discover the technologies and tools that power Rooted Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Autoptimize

Performance

Astra

Astra

WordPress themes

Gravity Forms

Gravity Forms

Form builders

Animate.css

Animate.css

UI frameworks

Wistia

Wistia

Video players

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

The Events Calendar

The Events Calendar

WordPress plugins

Frequently asked questions

Rooted Wealth Advisors is located in Bourbonnais, Illinois, US.
You can reach Rooted Wealth Advisors at +18667668332.
Rooted Wealth Advisors was founded in 1988, making it 38 years old. The company has established itself as a significant player in its industry over this time.
Rooted Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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