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Arrowroot Advisors, Arrowroot Wealth Advisors, and Arrowroot Business Advisors are trade names (d/b/a) of Arrowroot Family Office, LLC ("Arrowroot"), an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. All investment advisory and investment management services described on this website are provided by Arrowroot Family Office, LLC. The content of this website is provided for informational and educational purposes only. It does not constitute investment, legal, tax,or accounting advice, and it is not a solicitation or recommendation to buy or sell any security or to adopt any investment strategy. Nothing on this site is tailored to the objectives, financial situation, or particular needs of any individual. Please consult your financial adviser, tax professional, and legal counsel before implementing any strategy discussed here. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No portion of this website should be construed as a guarantee, promise, or prediction of future investment performance. Hypothetical illustrations produced by tools on this site are educational, depend on the assumptions entered, and do not reflect actual client results. Certain services offered under the Arrowroot Wealth Advisors and Arrowroot Business Advisors names, including business consulting,outsourced CFO services, mergers and acquisitions advisory, professional tax support services, and financial education, are not investment advisory services. These services are provided under separate written agreements and fee schedules.
Advisory services are offered only in jurisdictions where Arrowroot Family Office, LLC is notice-filed or exempt from notice-filing requirements. Arrowroot’s Form ADV Part 2A and Part 2B brochures and Form ADV Part 3 (Form CRS) are available below, at https://adviserinfo.sec.gov/firm/summary/168744,or upon request from Rob Santos, Chief Compliance Officer, at (833) 224-2249.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. AIF® is a registered mark of Broadridge Fi360 Solutions.
Advisory services are offered only in jurisdictions where Arrowroot Family Office, LLC is notice-filed or exempt from notice-filing requirements. Arrowroot’s Form ADV Part 2A and Part 2B brochures and Form ADV Part 3 (Form CRS) are available below, at https://adviserinfo.sec.gov/firm/summary/168744,or upon request from Rob Santos, Chief Compliance Officer, at (833) 224-2249.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. AIF® is a registered mark of Broadridge Fi360 Solutions.
Disclosures
ADV Part 2A/Part 2B Privacy PolicyADV Part 3 (Form CRS)Privacy PolicyTerms and ConditionsWeb AccessibilityCompliance inquiries: arrowroot_compliance@iqeq.com
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