Chief Operating Officer · Arrowroot Family Office, LLC
Irene G. Apergis
CRD 3230747 · Named on Form ADV at one SEC-registered adviser
At a glance
Arrowroot Family Office, LLC, an SEC-registered wealth manager based in Marina Del REY, CA with $431 million in regulatory assets, lists Irene G. Apergis on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Arrowroot Family Office, LLCChief Operating OfficerWealth manager · Marina Del REY, CA · $431M in regulatory assets
AtlasMembers
Irene’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Roberto F. SantosChief Executive Officer & Chief Compliance Officer, Arrowroot Family Office, LLC
- Mark R. McCarronManaging Member, Arrowroot Family Office, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Irene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.