# Retirement Roots Wealth Management LLC

> Retirement Roots Wealth Management LLC is a state-registered investment advisory firm in Overland Park, KS, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated April 16, 2026.

- CRD: 323272
- Filed as: RETIREMENT ROOTS WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323272
- AdvisorCensus page: https://advisorcensus.com/firm/retirement-roots-wealth-management-llc-overland-park-ks-323272

## Quick answers

**How is Retirement Roots Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Retirement Roots Wealth Management LLC reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Retirement Roots Wealth Management LLC located?**
Retirement Roots Wealth Management LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Retirement Roots Wealth Management LLC registered with the SEC or a state?**
Retirement Roots Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323272.

**Does Retirement Roots Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323272

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [retirementroots.com](https://retirementroots.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Retirement Roots Wealth Management LLC (CRD 323272): Form ADV filing data as of October 2026.