Rory S Henry

Investment Adviser Representative at ARROWROOT FAMILY OFFICE, LLC

MARINA DEL REY, CACRD #7275152Investment Adviser Rep

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

6 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Investment Adviser Rep

Registered in 1 states

California

Examinations passed

Series 63

Uniform Securities Agent State Law Examination

Passed 6/10/2020

Series 65

Uniform Investment Adviser Law Examination

Passed 6/3/2020

SIE

Securities Industry Essentials Examination

Passed 6/18/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Asset tier	Annual rate
First $10M	1.00%
$10M to $30M	0.90%
Above $30M	0.75%

Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ARROWROOT FAMILY Office, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rory S Henry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.