Arrowroot Family Office
Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardless of the client’s net worth. With a deep belief in the transformative power of technology and partnerships, the principals and staff of Arrowroot Family Office leverage its cutting-edge technology suite and trusted partners to provide the highest level of service, transparency, and value to its clients. Offices in: Southern California Office - 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292 - Tel:(833) 224-2249 Virginia Office - 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903 - Tel:(626) 712-2090 Michigan Office - 705 Barclay Circle, Suite 125, Rochester Hills, MI 48307 - Tel:(248) 453-5252 Northern California Office - 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762 - Tel:(916) 384-0050 Washington State Office - 950 Broadway, Suite M100, Tacoma, WA 98402 - Tel:(253) 858-2427
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Verified contacts
17
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
1
tools in use
Monthly traffic
584
organic / mo
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Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- DW
David W. Noble
Client Services Manager · Customer/Client Service
EmailPhone - AM
Annamaria Mathe
Executive Assistant Operations Assistant · Operations
EmailPhone - MM
Matt McEwen
Financial Advisor · Finance & Accounting
EmailPhone - CM
Crystal McMahon
Managing Director, Cfp · Finance & Accounting
EmailPhone - DY
Diane Young
Managing Partner Wealth Manager Financial Advisor Financial Planner · Other
EmailPhone - MV
Michael Villarica
CTO · Information Technology
EmailPhone - RS
Rob Santos
CEO · Other
EmailPhone - FH
Frank Henry
Director of Strategic Relationships · General Business & Management
EmailPhone - MK
Michael Knittel
Portfolio Manager · Finance & Accounting
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Arrowroot Family Office
15 distinct titles indexed · top 10 shown.
- 2financial advisor
- 2partner
- 1ceo
- 1client services manager
- 1cto
- 1director of strategic relationships
- 1enrolled agent
- 1executive assistant operations assistant
- 1managing director, cfp
- 1managing partner wealth manager financial advisor financial planner
- +5more titles
Sign up to unlock all 17 contacts at Arrowroot Family Office
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