Noah A. Posthumus

ROOTED WEALTH ADVISORS

BOURBONNAIS, IL 60914

Some features on this profile are disabled

CRD#: 7982367

Professional summary

Noah Andrew Posthumus is a registered financial advisor currently at ROOTED WEALTH ADVISORS located in Bourbonnais, Illinois.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Noah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Little Buddy's Lawn Care; not investment related; Bourbonnais, IL; lawn care and landscaping; 8/2021; appx 20 hrs a week from April and November; 0 during securities trading hours; run and operate the business, mowing, landscaping and bookkeeping.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Andrew Posthumus's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 1, 2025 - Present

ROOTED WEALTH ADVISORS

Office #1: 389 William Latham R Senior Drive, Bourbonnais, IL 60914

RIA

CRD#: 313759

BOURBONNAIS, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ROOTED WEALTH ADVISORS

ROOTED WEALTH ADVISORS | ROOTED WEALTH ADVISORS, INC.

CRD#: 313759 / SEC#: 801-121129

RIA

Registered Investment Advisory firm - (5/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2025

Uniform Investment Adviser Law Examination

Current Firm

ROOTED WEALTH ADVISORS

ROOTED WEALTH ADVISORS | ROOTED WEALTH ADVISORS, INC.

CRD#: 313759 / SEC#: 801-121129

RIA

Registered Investment Advisory firm - (5/4/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

389 William Latham R Senior Drive, Bourbonnais, IL 60914

Mailing Address

Phone number

(866) 766-8332

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/10/2025)

Regulatory assets under management

Total Number of Accounts	3,276
AUM (Assets Under Management)	$ 318,346,720

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Zachary Seidman

PHASE LINE FINANCIAL

IAR

Arroyo Grande, CA

Ronald Guay

FALCON WEALTH PLANNING, INC.

IAR

San Jose, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Noah A. Posthumus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Andrew Posthumus's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROOTED WEALTH ADVISORS

Primary Firm SEC Registration

ROOTED WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2025

Current Firm

ROOTED WEALTH ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROOTED WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors