Best Investors Account Sign in
Inactive

Matthew Scott Mcewen

Arrowroot Family Office, LLC

Marina Del Rey, CA

Rochester Hills, MI

CRD 6797674

Claim This Profile
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 2024-11-01
TX RA APPROVED 2022-07-15
  • MI RA
    APPROVED
    Since 2024-11-01
  • TX RA
    APPROVED
    Since 2022-07-15

Branch Locations

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

705 Barclay Circle Suite 125, 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
Adp Ann Arbor MI 07/2005 04/2017
Edward Jones St.LOuis MO 06/2017 Present
  • 07/2005 → 04/2017
    Adp
    Ann Arbor, MI
  • 06/2017 → Present
    St.LOuis, MO
Previous Registrations
  • 2017-08-31 → 2022-07-08
    Berkley, MI
    St Louis, MO
    Berkley, MI
    Farmington, MI
    Berkley, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-29
  • S66 Uniform Combined State Law Examination
    2017-07-29

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Marina Del Rey, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor