Matthew John Marshall
Investment adviser representative at Arrowroot Family Office, LLC
26 yearsExperience
1 stateRegistered in
$430.7MFirm assets
5 yearsFirm in business
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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
26 years in the industry.
- Arrowroot Family Office, LLCJul 2025 to now
- Mas Wealth Advisors LLCJan 2000 to now
- Kestra Advisory Services, LLCOct 2023 to Nov 2025
- Kestra Investment Services, LLCOct 2023 to Nov 2025
- Osaic Wealth, Inc.Sep 2023 to Oct 2023
- Sagepoint FinancialFeb 2013 to Sep 2023
- Analect Benefit Finance, LLCFeb 2009 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5248941
- Firm CRD
- 168744