Team move
Rooted Wealth Management
Raymond James Financial Services → Ascentis Independent Advisors, LLC
What changed
Founding Partner of Rooted Wealth Management, a Modesto, CA practice with approximately $275M, joining Ascentis Independent Advisors from Raymond James Financial Services.
- Reported / discovered
- Oct 8, 2026
- Effective
- Not reported
- New role
- Founding Partner
- Previous role
- Not reported
- Market
- Modesto, CA
- Reported book
- $275M
- Reported team size
- 2 people
- Named people
- 2
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
The DI Wire ↗Oct 8, 2026 · Reporting
Wealth Solutions Report ↗Oct 9, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
8 observations consolidated into one event.
Oct 11, 2026Source evidence reconciled
Oct 9, 2026Source evidence reconciled