Susan Schmidt Bryant
Investment adviser representative at Arrowroot Family Office, LLC
20 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
20 years in the industry.
- Arrowroot Family Office, LLCMay 2024 to now
- Unboxed Advisors, LLCJun 2023 to now
- The Mb Group, LLCMay 2006 to Apr 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7989463
- Firm CRD
- 168744