← Back to searchVisit website
ARROWROOT FAMILY OFFICE, LLC
CRD 168744 · SEC 801-121878
4553 GLENCOE AVENUE, SUITE 200, MARINA DEL REY, CA, 90292, United States
Phone
833-224-2249
Fax
310-870-1696
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$430.7M
Discretionary AUM
$367.6M
Team
18 total employees; 10 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 818 | $79.0M |
| High net worth individuals | 595 | $326.4M |
| Pooled investment vehicles | 2 | $8.0M |
States served
AZ, CA, CO, MI, NY, VA, WA, TX, HI
All web addresses on file
- https://arrowrootadvisors.com/
- https://www.eventbrite.com/o/arrowroot-family-office-61044832423
- https://www.linkedin.com/company/arrowroot-family-office/
- https://advisror.com/
- https://www.linkedin.com/company/arrowroot-michigan/
- https://www.wealthmanagementforward.com/
- https://podcasters.spotify.com/pod/show/arrowrootfamilyoffice
- https://twitter.com/WealthManagem19
- https://www.linkedin.com/company/wealth-management-forward/
- https://www.youtube.com/@wealthmanagementforward2123
- HTTPS://WWW.ARROWROOTFAMILYOFFICE.COM
- https://www.facebook.com/people/Arrowroot-Family-Office/100066977618581/
- https://www.facebook.com/arrowrootfamilyoffice
- https://www.linkedin.com/company/arrowrootadvisors/
Official SEC filing: View on IAPD