Wealth manager, independent · Marina Del REY, CA
Arrowroot Family Office, LLC
SEC-registered investment adviser · CRD 168744 · SEC 801-121878
At a glance
Arrowroot Family Office, LLC is an SEC-registered investment adviser based in Marina Del REY, California, with $431 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,413 individual clients. By Form ADV it is a wealth manager, ranked 3,277th of 8,915 wealth managers and 8,466th of 17,210 SEC-registered advisers by assets.
Main office 833-224-2249arrowrootfamilyoffice.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $431M
- Rank among wealth managers
- #3,277 of 8,915
- Rank among all SEC RIAs
- #8,466 of 17,210
- Rank in California
- #982 of 1,873
- Individual clients
- 1,413
- High-net-worth clients
- 595
- Accounts
- 1,416
- Discretionary
- 85% of AUM
- Employees
- 18
- Advisory staff
- 10
- Offices
- 9
Owners and executives on its Form ADV
- Roberto F. SantosChief Executive Officer & Chief Compliance Officer
- Mark R. McCarronManaging Member
- Irene G. ApergisChief Operating Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Arrowroot Partners, LLC.
- Arrowroot Partners, LLC
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 595 | $326M | 76% |
| Individuals | 818 | $79M | 18% |
| Pension and profit sharing plans | – | $17M | 4% |
| Pooled investment vehicles | 2 | $8M | 2% |
Private funds
Arrowroot Family Office, LLC reports 2 private funds with $8M in gross assets: hedge funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Arrowroot Family Office, LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗arrowrootfamilyoffice.com ↗
AtlasMembers
The full record on Arrowroot Family Office, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 5,847 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Arrowroot Family Office, LLC manage?
Arrowroot Family Office, LLC reports $431 million in regulatory assets under management across 1,416 accounts, 85% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Arrowroot Family Office, LLC?
Arrowroot Family Office, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Arrowroot Family Office, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($326 million, 595 clients); individuals ($79 million, 818 clients); pension and profit sharing plans ($17 million).
Does Arrowroot Family Office, LLC manage private funds?
Yes. It reports 2 private funds with $8 million in gross assets, including hedge funds, real estate funds.
Does Arrowroot Family Office, LLC have any disciplinary history?
Arrowroot Family Office, LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Arrowroot Family Office, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →