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Mark Ryan Mccarron

Arrowroot Family Office, LLC

Charlottesville, VA

Marina Del Rey, CA

CRD 5402240

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Employer firm

Arrowroot Family Office, LLC CRD 168744

$431M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Arrowroot Family Office, Llc

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-08
VA RA APPROVED 2020-12-23
  • TX RA
    APPROVED
    Since 2022-02-08
  • VA RA
    APPROVED
    Since 2020-12-23

Branch Locations

2 Boars Head Lane Suite 110, Charlottesville, VA 22903 • United States

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bond Wealth Management, Llc Charlottesville VA 08/2017 01/2021
University Of Richmond, Certificate In Financial Planning Richmond VA 06/2016 08/2017
Arrowroot Family Office, Llc Marina Del Rey CA 12/2020 Present
  • 08/2017 → 01/2021
    Bond Wealth Management, Llc
    Charlottesville, VA
  • 06/2016 → 08/2017
    University Of Richmond, Certificate In Financial Planning
    Richmond, VA
  • 12/2020 → Present
    Arrowroot Family Office, Llc
    Marina Del Rey, CA
Previous Registrations
  • 2017-10-25 → 2021-02-01
    Bond Wealth Management, Llc
    Charlottesville, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-05-01
  • S63 Uniform Securities Agent State Law Examination
    2008-05-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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