Arrowroot Family Office
Arrowroot Family Office provides a family office approach to holistic wealth management, regardless of the client’s net worth. They focus on empowering families and entrepreneurs through comprehensive financial solutions, leveraging cutting-edge technology and trusted partnerships.
2013
Employee-owned.
Tailored to client preferences, enabling both conservative and growth-focused strategies.
Marina Del Rey, Ca, United States
About
Mission
Our mission is to provide holistic wealth management services tailored to the unique needs of affluent families and individuals, regardless of their net worth.
Values
Honesty, transparency, communication, collaboration, and the use of technology.
Participant Demographics
Serving affluent families, entrepreneurs, and individuals of all net worth levels.
Track Record
Team Experience
Over 100 years of combined experience.
Notable Achievements
Employee-owned structure and no account minimums, emphasizing accessibility and client focus.
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Marina Del Rey, Ca, United States
Legal & Compliance
SEC-registered investment advisor.
No major violations mentioned.
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