# Arrowroot Family Office, LLC

> Arrowroot Family Office, LLC is an SEC-registered investment advisory firm in Marina del Rey, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 168744
- Filed as: ARROWROOT FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marina del Rey, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168744
- AdvisorCensus page: https://advisorcensus.com/firm/arrowroot-family-office-llc-marina-del-rey-ca-168744

## Quick answers

**How is Arrowroot Family Office, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arrowroot Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Arrowroot Family Office, LLC located?**
Arrowroot Family Office, LLC's principal office is in Marina del Rey, CA, according to its Form ADV; the April 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Arrowroot Family Office, LLC registered with the SEC or a state?**
Arrowroot Family Office, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 168744.

**How much does Arrowroot Family Office, LLC manage?**
Arrowroot Family Office, LLC reports $430,684,413 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (85% discretionary).

**How have Arrowroot Family Office, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arrowroot Family Office, LLC: Regulatory assets under management: $153,232,009 in the October 2021 data and $430,684,413 in the October 2026 data, up 181%. Total employees: 11 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arrowroot Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (818); high net worth individuals (595); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Arrowroot Family Office, LLC use?**
Arrowroot Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Arrowroot Family Office, LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168744

**What changed in Arrowroot Family Office, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $373,856,384 to $430,684,413 (+15%). Changed its office addresses in El Dorado Hills, CA. Added an office in Albany, NY. Added an office in Dallas, TX. Added an office in Phoenix, AZ. Added an office in Redondo Beach, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $430,684,413
- Discretionary: $367,624,275
- Non-discretionary: $63,060,138

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 818 | $79,040,772 |
| High net worth individuals | 595 | $326,353,585 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $8,036,471 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $17,253,585 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 18 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, HI, MI, NY, TX, VA, WA
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168744

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Albany, NY
- Charlottesville, VA
- Dallas, TX
- El Dorado Hills, CA
- Phoenix, AZ
- Redondo Beach, CA
- Rochester Hills, MI
- Tacoma, WA

### Websites listed on Form ADV (Item 1.I)
- advisror.com
- arrowrootadvisors.com
- arrowrootfamilyoffice.com
- eventbrite.com/o/arrowroot-family-office-61044832423
- podcasters.spotify.com/pod/show/arrowrootfamilyoffice
- wealthmanagementforward.com
- Facebook @arrowrootfamilyoffice
- Facebook @Arrowroot-Family-Office
- LinkedIn @arrowroot-family-office
- LinkedIn @arrowroot-michigan
- LinkedIn @arrowrootadvisors
- LinkedIn @wealth-management-forward
- X @WealthManagem19
- YouTube @wealthmanagementforward2123

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $153,232,009 | 11 | August 18, 2021 |
| October 2022 | $179,627,167 | 11 | March 22, 2022 |
| October 2023 | $251,832,680 | 17 | September 22, 2023 |
| October 2024 | $308,775,317 | 17 | April 25, 2024 |
| October 2025 | $373,856,384 | 18 | May 22, 2025 |
| October 2026 | $430,684,413 | 18 | March 30, 2026 |

Regulatory assets under management: $153,232,009 in the October 2021 data and $430,684,413 in the October 2026 data, up 181%.
Total employees: 11 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $373,856,384 to $430,684,413 (+15%).
- Changed its office addresses in El Dorado Hills, CA.
- Added an office in Albany, NY.
- Added an office in Dallas, TX.
- Added an office in Phoenix, AZ.
- Added an office in Redondo Beach, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrowroot Family Office, LLC (CRD 168744): Form ADV filing data as of October 2026.