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Rooted Wealth Advisors, Inc.
/01
Ownership & control
No ownership or control links resolved yet
An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.
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WHAT YOU CAN SEEFREE
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- Identity, address & registry profile
- Sanctions & watchlist detail
- Direct connections (1 hop)
- Community notes
BEHIND THE GLASS2
- Linked vessels & aircraftPREMIUM
- Full export (PDF + un-redacted JSON) & change alertsPREMIUM
/02
Assets held
74 assetsPREMIUM
74 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
/03
People & control
58 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ABBVIE INCAlso holds roles at 29 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- ALPHABET CLASS AAlso holds roles at 35 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- AMAZON.COM INCAlso holds roles at 36 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- APPLE INCAlso holds roles at 39 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- AT&T INCAlso holds roles at 23 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- CATERPILLAR INCAlso holds roles at 30 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- CHEVRON CORPAlso holds roles at 32 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- COCA COLA COAlso holds roles at 29 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- DIMENSIONAL ETF TRUSTAlso holds roles at 4 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vawter Financial, Ltd.13F holder
- DELAP WEALTH ADVISORY, LLC13F holder
- EXXON MOBIL CORPAlso holds roles at 31 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- FACEBOOK INC-AAlso holds roles at 30 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- FIDELITY TOTAL BOND ETFAlso holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Burns Matteson Capital Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- FIRST TR DOW JONES INTERNET INAlso holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- Fisher Asset Management, LLC13F holder
- HEADINVEST, LLC13F holder
- FORD MTR CO DEL COMAlso holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- HOME DEPOT INCAlso holds roles at 30 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- INVESCO EXCH TRADED FD TR IIAlso holds roles at 4 other companies
- Continuum Advisory, LLC13F holder
- Fisher Asset Management, LLC13F holder
- HEADINVEST, LLC13F holder
- INVESCO QQQ TRAlso holds roles at 17 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- ISHARES 1-3 YEAR TREASURY BOND ETFAlso holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE 1-5 YEAR USD BOND ETFAlso holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- HEADINVEST, LLC13F holder
- WESBANCO BANK INC13F holder
- ISHARES CORE DIVIDEND GROWTH ETFAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFAlso holds roles at 8 other companies
- Capstone Financial Advisors, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE S&P SMALL CAP ETFAlso holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL TOP 200 GROWTH ETFAlso holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- Burns Matteson Capital Management, LLC13F holder
- ISHARES SILVER TRAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES TIPS BOND ETFAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES TRAlso holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- J P MORGAN EXCHANGE TRADED FAlso holds roles at 9 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- JPMORGAN CHASE & COAlso holds roles at 32 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- LILLY ELI & COMPANYAlso holds roles at 29 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- LINDE PLC SHSAlso holds roles at 17 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- MASTERCARD INCORPORATEDAlso holds roles at 25 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- MCDONALDS CORPAlso holds roles at 27 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- MICROSOFT CORPAlso holds roles at 36 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- NVIDIA CORPAlso holds roles at 32 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- PEPSICO INCORPORATEDAlso holds roles at 28 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- PROCTER AND GAMBLE COMPANYAlso holds roles at 31 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- SCHWAB U.S. REIT ETFAlso holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
- SELECT SECTOR SPDR TRAlso holds roles at 13 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR BLACKSTONE SENIOR LOAN ETFAlso holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- SPDR INDEX SHS FDSAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
- SPDR SER TRAlso holds roles at 13 other companies
- Continuum Advisory, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vawter Financial, Ltd.13F holder
- TESLA INCAlso holds roles at 29 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- UNITEDHEALTH GROUP INCAlso holds roles at 26 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- VANECK ETF TRUSTAlso holds roles at 2 other companies
- HSBC HOLDINGS PLC13F holder
- Continuum Advisory, LLC13F holder
- VANGUARD DIVIDEND APPRECIATION ETFAlso holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD FTSE EMERGING MARKETS ETFAlso holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- VANGUARD HIGH DIVIDEND YIELD INDEX ETFAlso holds roles at 9 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
- VANGUARD INDEX FDSAlso holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
- VANGUARD S&P 500 ETFAlso holds roles at 15 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- VANGUARD SCOTTSDALE FDSAlso holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD SHORT-TERM CORPORATE BOND ETFAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD TOTAL INTERNATIONAL STOCK ETFAlso holds roles at 8 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- WISDOMTREEAlso holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WESBANCO BANK INC13F holder
- Sunbelt Securities, Inc.13F holder
- WISDOMTREE U.S. TOTAL DIVIDEND FUNDAlso holds roles at 2 other companies
- Burns Matteson Capital Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Sunbelt Securities, Inc.13F holder
58 parties · 0 current. Ceased and resigned records are retained as history.