Hickson C.
6/26/2023
I've known Rob for over ten years. Rob and his team have cared for my wife and me so well that we've trusted them to decide on our portfolios without questioning how they adjust them. They...
Arrowroot Family Office
Closed
(4)
Photos
100 Wilshire Blvd Ste 1755
Santa Monica, CA 90401
Arrowroot Family Office is a multidisciplinary financial management organization based in Santa Monica, CA, providing comprehensive solutions to affluent families and entrepreneurs across generations. With over 100 years of combined experience, they offer holistic wealth management services, including investment management, retirement planning, tax planning, estate planning, and more.
As fiduciaries, Arrowroot Family Office acts in the best interest of their clients and customizes their fees according to individual needs. They take a team-based approach, assigning dedicated teams to each client, and prioritize client satisfaction over profits. With a focus on communication and utilizing best-in-class technology, they aim to empower families and entrepreneurs on their path to financial freedom.
Generated from the website
Also at this address
Reviews
3.54 reviewsSamuel G.
8/26/2025
I have been working with Rob a few years now he's very lazy he doesn't take an interest in the clients if information is missing or something up he does nothing about it they lost an account of...
Cici C.
5/15/2023
I set up a 401k plan with this company and Robert Santos was the advisor. Unfortunately he did what was best for him and his commision and not for myself and my company. In the end my partner and...
Carolina S.
5/15/2023
Arrowroot Family Office has been managing my money and giving me financial advice for 10 years. If I could give them more than 5 stars I would. Rob Santos really takes the time to listen and...
See a problem?
You might also like
Partial Data by Foursquare.