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Arrowroot Family Office, LLC
Arrowroot Family Office, LLC is a multidisciplinary wealth management and investment advisory firm headquartered in Marina del Rey, California, United States. Founded originally in 2013 as Vitreous Partners, the firm rebranded to its current name in 2017. Arrowroot Family Office has approximately 18 employees and specializes in serving affluent families, entrepreneurs, individuals, trusts, estates, and charitable organizations. The firm provides comprehensive financial solutions including investment management, retirement planning, tax planning, and estate planning, with an emphasis on fiduciary responsibility and a team-based approach. Rob Santos is the CEO and principal owner of the firm. The firm operates primarily in Southern California but also has presence in Virginia, Michigan, Northern California, and Washington State.
Investment Strategy
Arrowroot Family Office provides holistic, fiduciary-driven investment advisory and wealth management services customized to each client’s unique goals, risk tolerances, and time horizons. Their approach includes comprehensive planning, ongoing portfolio management, and the coordination of retirement, tax, and estate planning. The firm is employee-owned, not beholden to external shareholders, and does not have account minimums, enabling flexible solutions for a diverse clientele. Investment selections are tailored individually, with team-based client support focused on transparency, best-in-class technology, and frequent communication. The firm emphasizes multi-generational wealth creation and places the client's interest above all else, never selling products or earning commissions, but acting purely as fiduciaries.
Latest 13F Filing Activity
Arrowroot Family Office, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 136 equity positions with a total 13F market value of $223M. The fund increased holdings in Vanguard Scottsdale FDS, Ishares TR, Vanguard Scottsdale FDS among other positions. Arrowroot Family Office, LLC reduced exposure to Hecla MNG Co., Arrowhead Pharmaceuticals in, Clorox Co. Del among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD SCOTTSDALE FDS | 8.42% | $18.8M | 172,043 | $109.20 | $109.20 | +$18.8M |
A AGG | ISHARES TR | 5.47% | $12.2M | 123,028 | $99.20 | $99.20 | +$12.2M |
V VONV | VANGUARD SCOTTSDALE FDS | 5.37% | $12.0M | 140,557 | $85.21 | $85.21 | +$12.0M |
V VTI | VANGUARD INDEX FDS | 3.61% | $8.1M | 26,508 | $303.93 | $303.93 | +$8.1M |
F FDIV | EA SERIES TRUST | 3.25% | $7.3M | 278,911 | $26.03 | $26.03 | +$7.3M |
Industry Allocation
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