Rooted Wealth Advisors

Financial Services • Bourbonnais, Illinois, United States • 11-20 Employees

Company overview

Headquarters	1521 N Convent St, Bourbonnais, Illinois 60914, US
Phone number	+18667668332
Website	rootedretirement.com
NAICS	52
SIC	628
Keywords	Investments, Disability Insurance, Life Insurance, Retirement Income Strategies, Fixed Indexed Annuities, Roth Ira Conversions, Long-Term Care Policies
Founded	1988
Employees	11-20
Socials

Key Contacts at Rooted Wealth Advisors

Zach Gray

Founder

Jerry S. Fuesel

Director Of Operations

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.

Format	Example	Percentage
{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.

Rooted Wealth Advisors revenue & valuation

Annual revenue	$1,539,990
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,000,000
Total funding	No 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

Performance

Astra

WordPress themes

Gravity Forms

Form builders

Animate.css

UI frameworks

Wistia

Video players

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

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.