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ARROWROOT FAMILY OFFICE, LLC

UUIDfcc69974-d13c-57c5-a9d1-c4ac88f30da6
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 168744 168744 1.0
sec_file_number 801-121878 801-121878

Profile

Websitehttps://www.linkedin.com/company/wealth-management-forward/
HQ CityMARINA DEL REY
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)373,856,384.0
  • RAUM (discretionary)346,610,043.0
  • Actionable assets281,601,074.0
  • Accounts1,434.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM13,785,184.0
  • Charitable AUM0.0
  • HNW AUM259,750,695.0

As of 2025-05-22 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.