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ARROWROOT CAPITAL MANAGEMENT, LLC

MARINA DEL REY, CA · CRD 285193 · IAPD ↗ · 310-566-5966

$465.5MRegulatory AUM
9Advisory reps
16Employees
3Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ARROWROOT CAPITAL MANAGEMENT, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2025 — ARROWROOT CAPITAL MANAGEMENT, LLC shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2025 — ARROWROOT CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
April 2024 — ARROWROOT CAPITAL MANAGEMENT, LLC shrank from 13 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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