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Investment Adviser Representative · 3roots Wealth Partners LLC

Alexander M Cohen

CRD 6692604 · Named on Form ADV at one SEC-registered adviser

At a glance

3roots Wealth Partners LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $93 million in regulatory assets, lists Alexander M Cohen on its Form ADV as Investment Adviser Representative, a control person.

Firms and roles

AtlasMembers

Alexander’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexander’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.