ARROWROOT FAMILY OFFICE, LLC

RIASEC RegisteredEst. 2021
Total AUM
$431M
Discretionary
$368M
85% of AUM
Avg account
$304K
Accounts
1,416
Employees
18
Advisory reps
16

Firm details

Headquarters
MARINA DEL REY, California
CRD number
168744
Registered since
July 23, 2021
Website
www.arrowrootfamilyoffice.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI75.78%
  • Individuals18.35%
  • Pension & Profit Sharing Plans4.01%
  • Pooled Investment Vehicles1.87%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arrowroot Family Office, LLC is an independent, SEC-registered limited liability company that began filing as an RIA in 2021. It positions itself as a capital allocator serving individuals, families and institutional clients, offering a mix of financial planning and portfolio management across separate accounts and pooled vehicles. The advisory menu includes selection of third‑party managers, publication and educational activities, and management of pooled investment vehicles; fee arrangements run the gamut from percentage of AUM to hourly, fixed and performance-based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 12%, Cash & Cash Equivalents 12%, US Government Bonds 3%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Private Funds 1%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents12%
  • US Government Bonds3%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 3

  • ROBERTO SANTOS

    Chief Operating OfficerCRD 4801410

  • Michael Villarica

    CTOCRD 8026535

  • IRENE APERGIS

    Chief Operating Officer and Chief Compliance OfficerCRD 3230747

Contacts

3 of 13

  • Rachel Young

    Operations AssistantCRD 8027558

  • CRYSTAL MCMAHON

    Managing DirectorCRD 1191470

  • DAVID NOBLE

    Client Service ManagerCRD 5819608

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 132

Active vs passive

$292M in ETFs

Passive

78%

$228M

Active

13%

$64M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG)VanguardPassiveLarge Growth$22.7M206,6747.76%
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Location

Primary office

MARINA DEL REY, CA

LOS ANGELES

Location

MARINA DEL REY, CA

Headquartered in MARINA DEL REY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
4553 Glencoe Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth