MARINA DEL REY, CACRD 168744Latest ADV March 30, 2026
Arrowroot Family Office, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marina Del Rey, CA. Its latest Form ADV filing, dated March 30, 2026, reports $431M in regulatory assets under management, 18 employees, 8 offices, and 1,416 accounts.
Assets Under Management
$431M
Employees
18
Offices
8 offices
Total Clients
1,415
Primary office
MARINA DEL REY, CA
4553 GLENCOE AVENUE, SUITE 200, MARINA DEL REY, CA, United States
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
818
2
HNWI
42.0%
595
3
Pooled Investment Vehicles
0.1%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$431Mas of March 30, 2026
Discretionary85.4%
$368M
85% of total RAUM85.4%
Non-discretionary14.6%
$63M
15% of total RAUM14.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$431M
Total Accounts1,416
10Y AUM Change+$277M (+181.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee79:1
10Y Employee Change+7 (+63.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.