Diane Lynn Young
Investment adviser representative at Arrowroot Family Office, LLC
10 yearsExperience
2 statesRegistered in
$430.7MFirm assets
5 yearsFirm in business
Are you Diane Lynn Young? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Arrowroot Family Office, LLCSep 2021 to now
- Financial Gravity Wealth, Inc.Oct 2017 to Nov 2019
- Athena Advisory Services Inc.Apr 2016 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Arrowroot Family Office, LLC
$430.7MAssets managed
1,415Clients
14Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2127990
- Firm CRD
- 168744