Rachel Paige Young
Investment adviser representative at Arrowroot Family Office, LLC
10 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
10 years in the industry.
- Arrowroot Family Office, LLCMay 2025 to now
- Arrowroot Family OfficesApr 2024 to now
- Diane Young for CongressApr 2023 to Jul 2024
- H&r BlockFeb 2023 to Apr 2023
- UnemployedJun 2022 to Jan 2023
- College for Creative StudiesSep 2017 to May 2022
- Diary QueenMay 2017 to Aug 2017
- UnemployedJun 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8027558
- Firm CRD
- 168744