Arrowroot Family Office, LLC

CRD 168744 · Marina Del Rey, CA · $430.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 168744
SEC number: 801-121878
Firm type: RIA
Assets under management: $430.7M as of Mar 30, 2026
Website: arrowrootadvisors.com ↗
Phone: 833-224-2249
Address: 4553 Glencoe Avenue, Marina Del Rey, CA, 90292

Advisors at this firm

15 in our index · page 1 of 1

Irene Gerasimos ApergisCRD 3230747 · Lakewood, CO

IA RegisteredRegistration inactive
Susan Schmidt BryantCRD 7989463 · Dallas, TX

IA Registered
James Merchant CapparelliCRD 8153200 · Albany, NY

IA Registered
Sara Elizabeth FrazierCRD 8242598 · Rochester Hills, MI

IA Registered
Ignatius Lee JacksonCRD 7978093 · Phoenix, AZ

IA Registered
Michael Murray KnittelCRD 3274235 · El Dorado Hills, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Matthew John MarshallCRD 5248941 · Redondo Beach, CA

IA RegisteredRegistration inactive
Mark Ryan MccarronCRD 5402240 · Charlottesville, VA

IA Registered
Crystal Annette McmahonCRD 1191470 · Tacoma, WA

IA RegisteredRegistration inactive
Matthew Scott McewenCRD 6797674 · Rochester Hills, MI

IA RegisteredRegistration inactive
David Wayne NobleCRD 5819608 · Tacoma, WA

IA RegisteredRegistration inactive
Roberto Francisco SantosCRD 4801410 · Marina Del Rey, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Michael Rodolfo Milla VillaricaCRD 8026535 · Los Angeles, CA

IA Registered
Diane Lynn YoungCRD 2127990 · Rochester Hills, MI

IA RegisteredRegistration inactive

Disclosure event(s) on record
Rachel Paige YoungCRD 8027558 · Rochester Hills, MI

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.