| Entity Name: | ROOTED WEALTH ADVISORS, INC. |
| Jurisdiction: | Illinois |
| Entity Type: | Corporation - Domestic BCA |
| Status: | Goodstanding |
| Date Formed: | 01 Jun 2016 |
| Company Number: | CORP_70773317 |
| File Number: | 70773317 |
| Type of Business: | All Inclusive Purpose |
| Place of Formation: | ILLINOIS |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1963732 | 1521 N. CONVENT, SUITE 800, BOURBONNAIS, IL, 60914 | 1521 N. CONVENT, SUITE 800, BOURBONNAIS, IL, 60914 | 815-545-1498 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22916 |
| Filing date | 2024-11-12 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-09-30
| Form type | N-PX |
| File number | 028-22916 |
| Filing date | 2024-09-30 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-25
| Form type | 13F-HR |
| File number | 028-22916 |
| Filing date | 2024-07-25 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-17
| Form type | 13F-HR |
| File number | 028-22916 |
| Filing date | 2024-04-17 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-07
| Form type | 13F-HR |
| File number | 028-22916 |
| Filing date | 2024-02-07 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-21
| Form type | 13F-HR |
| File number | 028-22916 |
| Filing date | 2023-11-21 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-03
| Form type | 13F-HR |
| File number | 028-22916 |
| Filing date | 2023-08-03 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-26
| Form type | 13F-HR |
| File number | 028-22916 |
| Filing date | 2023-04-26 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-13
| Form type | 13F-HR |
| File number | 028-22916 |
| Filing date | 2023-02-13 |
| Reporting date | 2022-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROOTED WEALTH ADVISORS 401(K) PLAN | 2023 | 812830456 | 2024-09-17 | ROOTED WEALTH ADVISORS | 8 | |||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-09-17 |
| Name of individual signing | MARK O'FILL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-06-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8159184727 |
| Plan sponsor’s address | 1521 N. CONVENT STREET, SUITE 800, BOURBONNAIS, IL, 60914 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-16 |
| Name of individual signing | ZACHARY GRAY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-06-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8159184727 |
| Plan sponsor’s address | 1521 N. CONVENT STREET, SUITE 800, BOURBONNAIS, IL, 60914 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-14 |
| Name of individual signing | ZACHARY GRAY |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-06-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8159184727 |
| Plan sponsor’s address | 1521 N. CONVENT STREET, SUITE 800, BOURBONNAIS, IL, 60914 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-06 |
| Name of individual signing | ZACH GRAY |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-10-06 |
| Name of individual signing | ZACH GRAY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-06-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8159184727 |
| Plan sponsor’s address | 1521 N. CONVENT STREET, SUITE 800, BOURBONNAIS, IL, 60914 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-14 |
| Name of individual signing | ZACHARY GRAY |
| Valid signature | Filed with authorized/valid electronic signature |
| Name and Address | Role | Appointment Date |
|---|---|---|
| JASON S BARTELL, 3015A VILLAGE OFFICE PL, CHAMPAIGN, 61822, CHAMPAIGN | Agent | 2023-01-30 |
| Name and Address | Role |
|---|---|
| ZACH GRAY 345 HIGHPOINT CIR S,BOURBONNAIS, IL 60914 | President |
| Name | Change Date |
|---|---|
| NOBLE WEALTH MANAGEMENT, INC. | 2020-05-08 |
| Class | Series | Voting Rights | Authorized Shares | Issued Shares | Par Value |
|---|---|---|---|---|---|
| COMMON | No data | Voting Rights | 1000 | 100000 | No data |
Date of last update: 23 Dec 2024
