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ARROWROOT FAMILY OFFICE, LLC
SEC RegisteredMARINA DEL REY, CAhttps://arrowrootadvisors.com833-224-2249
Assets Under Management
$100M–$500M
Employees
18
Office Locations
5 offices
Total Accounts
1416
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/MunicipalInsurance Companies
Services
Private funds / alternatives
HedgeReal Estate
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 818 | $79M |
| High Net Worth Individuals | 595 | $326M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $8.0M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Roberto Francisco Santos
CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER
Llc Vitreous Partners Holdings
MEMBER
Roberto Francisco Santos
MANAGING MEMBER
Mark Ryan Mccarron
MANAGING MEMBER
Irene Gerasimos Apergis
CHIEF OPERATING OFFICER
Office locations
5 offices in 4 states
CA
MARINA DEL REYHQ
VA
CHARLOTTESVILLE
CA
EL DORADO HILLS
MI
ROCHESTER HILLS
WA
TACOMA
Advisors at this firm
8 advisors in the directory
Irene Gerasimos Apergis
Investment Adviser Representative
Susan Schmidt Bryant
Investment Adviser Representative
Rory S Henry
Investment Adviser Representative
Michael Murray Knittel
Investment Adviser Representative
Matthew John Marshall
Investment Adviser Representative
Crystal Annette McMahon
Investment Adviser Representative
Roberto Francisco Santos
Investment Adviser Representative
Michael Rodolfo Milla Villarica
Investment Adviser Representative
Regulatory & compliance
CRD number
#168744
SEC Number
801-121878
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Minimum: $25,000 (waivable)
| Asset tier | Annual rate |
|---|---|
| First $10M | 1.00% |
| $10M to $30M | 0.90% |
| Above $30M | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
arrowrootadvisors.comPhone
833-224-2249Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARROWROOT FAMILY OFFICE, LLC 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 the SEC or FINRA websites before making any decision.