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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 | APPROVED | 2025-08-27 |
| CO | RA | APPROVED | 2025-08-27 |
| HI | RA | APPROVED | 2025-08-27 |
| MI | RA | APPROVED | 2025-08-27 |
| NY | RA | APPROVED | 2025-08-27 |
| TX | RA | APPROVED | 2025-08-27 |
| VA | RA | APPROVED | 2025-08-27 |
| WA | RA | APPROVED | 2025-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jcj Advisory, Llc | Syracuse | NY | 09/2023 | Present |
| Hiline Services, Llc | Syracuse | NY | 06/2016 | 09/2023 |
JCJ Wealth and Tax Advisory, LLC. Since 9/2023. 418 Broadway #6784, Albany, NY 12207. Owner, tax preparation and financial coaching approximately 40 hours per month. Two hours per day during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
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