Arrowroot Family Office, LLC

Overview

Arrowroot Family Office, LLC operates through three practices: Arrowroot Family Office, Arrowroot Wealth Advisors, and Arrowroot Business Advisors.⁸ The firm also uses the trade names Arrowroot Advisors and Arrowroot Wealth Advisors.⁷ Its advisory work serves individuals, families, retirement plans, trusts, estates, charitable organizations, corporations, and private pooled investment vehicles.⁶

The March 30, 2026 directory record counts 18 employees and eight additional offices.² The firm’s website describes a presence formed through mergers with independent advisory practices in Michigan, Virginia, Washington, Northern California, and Southern California.²²

History

Vitreous Partners, LLC began the business in 2013, which later adopted the Arrowroot Family Office name in December 2017.⁵ State registration as an investment adviser took effect in August 2013.⁶

The firm identifies Rob Santos as a principal owner through Vitreous Partners Holdings, LLC and Mark McCarron as an owner.⁶ Its stated founding principles include fiduciary obligation, advisory fee compensation, no commissioned product sales, single source guidance, and long term planning.⁹

Timeline

1. 2013Vitreous Partners, LLC began the business in 2013, which later adopted the Arrowroot Family Office name in December 2017.
2. 2026The March 30, 2026 directory record counts 18 employees and eight additional offices.

Leadership

Rob Santos is identified as chief executive officer.¹⁹ The website states that he founded Arrowroot in 2013, leads its three practices, chairs the investment committees for the family office and an affiliated investment partnership, and oversees client relationships and strategic direction.¹⁹

The Form ADV supplement identifies Irene G. Apergis as chief operating officer and compliance officer, Diane L. Young and Benjamin Porras as managing directors, Mark McCarron as an advisory representative, Daniel Casey as an investment adviser representative, Michael Murray Knittel as a portfolio manager, Cassandra Barry as managing director, Matthew McEwen as vice president, Rory S Henry as director, and Crystal Annette McMahon as director.²⁰ The website team directory lists Rob Santos, Cassandra Barry, Crystal McMahon, David Khoury, Irene Apergis, and Mark McCarron among senior personnel.²¹

Services

Reported advisory services include financial planning, portfolio management for individuals and small businesses, pooled vehicles, and institutions, along with selecting other advisers, newsletters and publications, and educational seminars.⁴ Fee arrangements may include percentage of assets fees, hourly fees, fixed fees, and performance based fees.⁴

Wealth management may include reviewing suitability, objectives, goals, time horizons, and risk tolerance, followed by financial planning, discretionary or non discretionary asset management, portfolio monitoring, security selection, and rebalancing.¹⁰ Investment allocations may use stocks, bonds, preferred stocks, mutual funds, and exchange traded funds.¹¹ The firm describes efficient frontier, Monte Carlo, time period, and value at risk analyses as part of its analytical work.¹¹

Financial planning may involve limited or comprehensive plans covering mortgages and refinances, estate planning, life insurance, annuities, tax planning, investment due diligence, business advisement, investment plans, and individual consultations.¹² Comprehensive planning fees may be flat, quarterly, hourly, or combined with investment advisory fees.¹²

Family office services described online include investment management, chief financial officer services, concierge services, family governance, family retreats, charitable giving, business succession, and preparation for the next generation.¹⁶ Arrowroot Business Advisors is described as a trade name of affiliated Arrowroot Partners LLC, which provides merger and acquisition advisory services to privately held companies under the merger and acquisition broker exemption.⁸

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Business owner services
• Retirement planning

Client focus

The firm’s brochure identifies individuals, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and private pooled investment vehicles as client types.⁶ The March 30, 2026 directory record lists 818 non high net worth individual clients, 595 high net worth individual clients, and two pooled vehicles.³

Investment philosophy and approach

The firm says its family office approach brings tax matters, investments, estate matters, business interests, philanthropy, and family governance together within one team.¹⁷ The website also says senior advisers maintain concentrated client books and remain involved with families over long periods.¹⁸

Assets and minimums

As of March 30, 2026, the directory record places regulatory assets under management at $430,684,413.² It assigns $79,040,772 to non high net worth individual clients, $326,353,585 to high net worth individual clients, and $8,036,471 to two pooled vehicles.³

The brochure states a wealth management fee schedule of up to 1.00% for accounts through $10 million, 0.90% from $10,000,001 to $30 million, and 0.75% above $30 million, with fees negotiable.¹⁴ Its stated limited scope planning rate is $300 per hour, subject to negotiation.¹³

By the numbers

FAQs

Related resources

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• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, beneficiary choices, and related documents. These materials can help a California family prepare questions about estate planning, philanthropy, and succession before discussing how an adviser might coordinate those matters with investment, tax, and family governance work.

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Sources

1. accessed October 23, 2026
2. Supplied directory record, as of March 30, 2026.
3. Supplied directory record, as of March 30, 2026.
4. Supplied directory record, as of March 30, 2026.
5. accessed October 23, 2026
6. Same Form ADV brochure URL, accessed October 23, 2026.
7. accessed October 23, 2026
8. accessed October 23, 2026
9. accessed October 23, 2026
10. Same Form ADV brochure URL, accessed October 23, 2026.
11. Same Form ADV brochure URL, accessed October 23, 2026.
12. Same Form ADV brochure URL, accessed October 23, 2026.
13. Same Form ADV brochure URL, accessed October 23, 2026.
14. Same Form ADV brochure URL, accessed October 23, 2026.
15. accessed October 23, 2026
16. accessed October 23, 2026
17. accessed October 23, 2026
18. accessed October 23, 2026
19. accessed October 23, 2026
20. Same Form ADV brochure URL, accessed October 23, 2026.
21. accessed October 23, 2026
22. accessed October 23, 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.