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Rachel Paige Young

Arrowroot Family Office, LLC

Marina Del Rey, CA

Rochester Hills, MI

CRD 8027558

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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
MI RA APPROVED 2025-05-26
  • MI RA
    APPROVED
    Since 2025-05-26

Branch Locations

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

725 Barclay Circle Suite 215, Rochester Hills, Mi, Rochester Hills, MI 48307 • 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
Unemployed Rochester MI 06/2016 04/2017
Diary Queen Rochester NY 05/2017 08/2017
College For Creative Studies Detroit MI 09/2017 05/2022
Unemployed Detroit MI 06/2022 01/2023
H&R Block Ferndale MI 02/2023 04/2023
Diane Young For Congress Sterling Heights MI 04/2023 07/2024
Arrowroot Family Offices Rochester Hills MI 04/2024 Present
  • 06/2016 → 04/2017
    Unemployed
    Rochester, MI
  • 05/2017 → 08/2017
    Diary Queen
    Rochester, NY
  • 09/2017 → 05/2022
    College For Creative Studies
    Detroit, MI
  • 06/2022 → 01/2023
    Unemployed
    Detroit, MI
  • 02/2023 → 04/2023
    H&R Block
    Ferndale, MI
  • 04/2023 → 07/2024
    Diane Young For Congress
    Sterling Heights, MI
  • 04/2024 → Present
    Arrowroot Family Offices
    Rochester Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-24
  • S65 Uniform Investment Adviser Law Examination
    2025-05-24

View on SEC IAPD

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