RootN Wealth Management is a Texas-based registered investment advisory firm headquartered in Austin and a wholly owned subsidiary of South Korea’s RootN Global Investors. The firm brings its parent company’s global investment experience to the U.S. market, serving individual investors with a boutique, personalized approach.

RootN’s investment philosophy combines quantitative analysis with fundamental research, a method it calls “Quantamental.” Its proprietary process screens global stocks using financial data, then assesses business quality, industry trends, cash flow, capital investment and earnings momentum. The resulting portfolios are focused yet diversified, with an emphasis on growth potential and disciplined risk management.

The firm’s global perspective spans U.S., Korean and Japanese equities. Its advisory services are designed to provide individual clients with investment quality informed by institutional experience, alongside direct engagement and tailored portfolio support. RootN emphasizes measurable evidence while recognizing uncertainty and managing risk with humility. Led by founder and president Hyunjun Lee, the firm draws on more than 20 years of experience in global asset management and quantitative strategies.