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ARROWROOT FAMILY OFFICE, LLC

MARINA DEL REY, CA · CRD 168744 · IAPD ↗ · arrowrootadvisors.com · 833-224-2249

$430.7MRegulatory AUM
10Advisory reps
18Employees
0Clients
11-25Planning clients
2Private funds
9States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — ARROWROOT FAMILY OFFICE, LLC added office(s): 4 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2024 — ARROWROOT FAMILY OFFICE, LLC notice-filed in AZ, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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