Arrowroot Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 2 private funds.
Arrowroot Family Office reports 1,415 clients. They include 818 individual clients, 595 high-net-worth individuals and 2 pooled investment vehicles. Of its assets, 85.4% ($368M across 1,348 accounts) are managed with discretion; $63.1M across 68 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 18% |
| High-net-worth individuals | 42% | 76% |
| Pooled investment vehicles | <1% | 2% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 818 | $79M | 18.4% | $96.6K |
| High-net-worth individuals | 595 | $326M | 75.8% | $548K |
| Pooled investment vehicles | 2 | $8.04M | 1.9% | $4.02M |
| Pension and profit-sharing plans | Fewer than 5 | $17.3M | 4.0% | — |
| Total | 1,415 | $431M | 100% | — |
- Clients
- 818
- Regulatory AUM
- $79M
- AUM share
- 18.4%
- Avg. per client
- $96.6K
- Clients
- 595
- Regulatory AUM
- $326M
- AUM share
- 75.8%
- Avg. per client
- $548K
- Clients
- 2
- Regulatory AUM
- $8.04M
- AUM share
- 1.9%
- Avg. per client
- $4.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.3M
- AUM share
- 4.0%
- Avg. per client
- —
Total
- Clients
- 1,415
- Regulatory AUM
- $431M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 11–25
Arrowroot Family Office charges 0.75%–1.00% a year for its Investment Advisory Fees. The fee is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive Financial Planning
- Comprehensive financial planning has a $3,500 setup fee plus $500 per quarter: $5,500 in the first year and $2,000 a year after.
- Limited-Scope Financial Planning
- Limited-scope financial planning is billed at $300 an hour, negotiable, with half due upfront and half on completion.
- Personal Tax Return Preparation
- Personal tax return preparation is priced by the complexity of the return and agreed at the start of the engagement, due at completion.
Vitreous Partners Holdings, LLC owns 75% or more of Arrowroot Family Office and is in turn owned by Roberto Santos (75% or more). Roberto Santos is CEO; the leadership team includes Chief Operating Officer Irene Apergis. It has 18 employees, 10 of them in advisory roles.
Staff
- 18 employees
- 10 in advisory functions
- 12 state-registered reps
- Owns 75% or more of Arrowroot Family Office, LLC
Vitreous Partners Holdings, LLC
Control person · since May 2014
- Owns 75% or more of Vitreous Partners Holdings, LLC
Roberto Santos
Control person · since May 2014
- Owns 10% to 25% of Arrowroot Family Office, LLC
Mark McCarron
Control person · since January 2023
Arrowroot Family Office’s regulatory assets grew 2.8× from $153M (June 2021) to $431M (March 2026); clients rose from 638 to 1,415 and employees from 11 to 18. In 2022, Lagunitas Asset Management ($104M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $431M | 1,415 | 18 | 9 |
| May 2025May 2025 | $374M | 1,433 | 18 | 5 |
| Apr 2024April 2024 | $309M | 1,346 | 17 | 5 |
| Mar 2023March 2023 | $252M | 1,205 | 17 | 4 |
| Mar 2022March 2022 | $180M | 742 | 11 | 2 |
| Jun 2021June 2021 | $153M | 638 | 11 | 2 |
Firms that joined
20221 joined
- Lagunitas Asset ManagementLast filed AUM $104M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Arrowroot Family Office has 8 offices, with 9 listed addresses across 7 states.
California · 3 listed addresses
- 4553 Glencoe Avenue, Suite 200, Marina Del ReyHQ
- 1107 Investment BLVD, El Dorado Hills
- 229 Avenue I, Redondo Beach
Arizona · 1 listed address
- 2828 N Central Avenue, Phoenix
Michigan · 1 listed address
- 725 Barclay Circle, Rochester Hills
New York · 1 listed address
- 418 Broadway, Albany
Texas · 1 listed address
- 1341 W Mockingbird Lane, Dallas
Virginia · 1 listed address
- 2 Boars Head Lane, Charlottesville
Washington · 1 listed address
- 950 Broadway, Tacoma
Contact and registration details
- Legal name
- Arrowroot Family Office, LLC
- Headquarters
- 4553 Glencoe Avenue, Suite 200, Marina Del Rey, CA 90292
- Website
- arrowrootadvisors.com
- Phone
- 833-224-2249
- @arrowrootadvisors
- SEC file
- 801-121878
- Structure
- California LLC
- Fiscal year end
- December
Arrowroot Family Office’s named custodian for separately managed accounts is Charles Schwab ($396M). Arrowroot Family Office has custody of $4.09M for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $396M100%
At year end, Arrowroot Family Office’s separately managed accounts were mostly in funds (71%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $349M across 174 positions; the largest are Vanguard Scottsdale Fds (8.0%), Vanguard Scottsdale Fds (5.5%) and Vanguard Tax-managed Fds (4.8%).
What the accounts hold
- Stocks13%
- Exchange-traded equities12%
- Non-exchange-traded equities1%
- Funds71%
- Registered funds70%
- Pooled vehicles1%
- Bonds4%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash12%
How many clients does Arrowroot Family Office have?
Arrowroot Family Office has 1,415 clients and manages $431 million for them, as of March 2026. They include 818 individual clients, 595 high-net-worth individuals and 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Arrowroot Family Office offer?
Arrowroot Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Arrowroot Family Office charge?
Arrowroot Family Office charges 0.75%–1.00% a year for its Investment Advisory Fees. The fee is negotiable.
Which custodians does Arrowroot Family Office use?
Arrowroot Family Office’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $396M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Arrowroot Family Office have?
Arrowroot Family Office has 12 investment adviser representatives registered with state securities authorities, out of 18 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arrowroot Family Office invest in?
At the end of its last fiscal year, Arrowroot Family Office’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 12% cash and equivalents, 3% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arrowroot Family Office?
Arrowroot Family Office is owned through a holding company by Roberto Santos. Its direct owners are Vitreous Partners Holdings, LLC (75% or more) and Mark McCarron (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Arrowroot Family Office get paid?
Arrowroot Family Office is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arrowroot Family Office?
Arrowroot Family Office’s main office is at 4553 Glencoe Avenue, Suite 200, Marina Del Rey, CA 90292. Its phone number is 833-224-2249. Its website is arrowrootadvisors.com.
