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ARROWROOT FAMILY OFFICE, LLC
CRD 168744File 801-121878
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$430.7M
Below cohort median (national)
Discretionary AUM
$367.6M
Non-discretionary $63.1M
Clients
1,415
1,416 accounts
Employees
18
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 23, 2021
- Principal office
- 4553 GLENCOE AVENUE, SUITE 200, MARINA DEL REY, CA, 90292
- Phone
- 833-224-2249
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $430.7M
- Discretionary AUM
- $367.6M
- Non-discretionary AUM
- $63.1M
- Discretionary accounts
- 1,348
- Non-discretionary accounts
- 68
- Total accounts
- 1,416
- AUM per client
- $304K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 595 | $326.4M |
| Pooled investment vehicles | 2 | $8.0M |
| Pension and profit sharing plans | Fewer than 5 | $17.3M |
| Individuals (other than high net worth individuals) | 818 | $79.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.