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Farther CRD 302050
$16.0B regulatory AUM 450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2025-09-25 |
Branch Locations
Los Angeles, CA • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors | Los Angeles | CA | 02/2013 | 02/2019 |
| Arrowroot Financial Services, Llc | Marina Del Rey | CA | 05/2021 | 12/2021 |
| Arrowroot Family Office | Marina Del Rey | CA | 02/2019 | 09/2025 |
| Farther | Los Angeles | CA | 09/2025 | Present |
Name of other business: Sole Proprietor - Benjamin Porras; Is business Investment related: No; Address of other business: Los Angeles, CA; Nature of other business: Liability/Loan Consulting; Transaction Coordinator Support; Your position: Sole Proprietor; Start date of relationship: 6/8/2023; Approx. # of hours /month devote to other business: 20-30; Number of hours devoted to other business during securities trading hours: <1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-05 |
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