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ROOTSTOCK ADVISORS

SEWICKLEY, PA · CRD 167665 · IAPD ↗ · rootstockwealth.com · 412-205-8822

$495.9MRegulatory AUM
1Advisory reps
3Employees
31Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — ROOTSTOCK ADVISORS (SEWICKLEY, PA) left the SEC roster (was $495.9M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.