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Chief Executive Officer & Chief Compliance Officer · Arrowroot Family Office, LLC

Roberto F. Santos

CRD 4801410 · 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 Roberto F. Santos on its Form ADV as Chief Executive Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Arrowroot Family Office, LLCChief Executive Officer & Chief Compliance OfficerWealth manager · Marina Del REY, CA · $431M in regulatory assets

AtlasMembers

Roberto’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roberto’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.