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Arrowroot Family Office, LLC CRD 168744
$431M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States
229 Avenue I #300, Redondo Beach, CA 90277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Analect Benefit Finance, Llc | San Francisco | CA | 02/2009 | 12/2018 |
| Sagepoint Financial | Phoenix | AZ | 02/2013 | 09/2023 |
| Osaic Wealth, Inc. | Redondo Beach | CA | 09/2023 | 10/2023 |
| Kestra Investment Services, Llc | Redondo Beach | CA | 10/2023 | 11/2025 |
| Kestra Advisory Services, Llc | Redondo Beach | CA | 10/2023 | 11/2025 |
| Arrowroot Family Office, Llc | Marina Del Ray | CA | 07/2025 | Present |
| Mas Wealth Advisors Llc | Redondo Beach | CA | 01/2000 | Present |
Business Name: MEDICAL ACCOUNTING SERVICE, INC. POSITION: Accountant NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2012 ADDRESS: 229 Avenue I, Ste 300, Redondo Beach CA 90277, United States DESCRIPTION: Prepare tax returns for clients Business Name: MAS Wealth Advisors LLC POSITION: Owner: INVESTMENT RELATED: NUMBER OF HOURS: 120 securities trading hours, 40 non trading hours. START DATE: 07/01/2000 ADDRESS: 229 Avenue I #300, Redondo Beach, CA, 90277, United States. DESCRIPTION: Provides advisory services through Arrowroot Family Office, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-24 |
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