# Roots First Wealth Management

> Roots First Wealth Management is a state-registered investment advisory firm in Highlands Ranch, CO, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 326161
- Filed as: ROOTS FIRST WEALTH MANAGEMENT
- Legal name: Beacon Light Financial Services, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Highlands Ranch, CO
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326161
- AdvisorCensus page: https://advisorcensus.com/firm/roots-first-wealth-management-highlands-ranch-co-326161

## Quick answers

**How is Roots First Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Roots First Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Roots First Wealth Management located?**
Roots First Wealth Management's principal office is in Highlands Ranch, CO, according to its Form ADV.

**Is Roots First Wealth Management registered with the SEC or a state?**
Roots First Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326161.

**How much does Roots First Wealth Management manage?**
Roots First Wealth Management reports $16,600,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Roots First Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (6).

**Does Roots First Wealth Management 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/326161

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $16,600,000
- Discretionary: $16,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $10,200,000 |
| High net worth individuals | 6 | $6,400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rootsfirstfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Roots First Wealth Management (CRD 326161): Form ADV filing data as of October 2026.