Unclaimed Profile

Irene Gerasimos Apergis

ARROWROOT FAMILY OFFICE, LLC·MARINA DEL REY, California

SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 66, Series 79, Series 79TOClean record19 years registeredARROWROOT FAMILY OFFICE, LLC

4553 GLENCOE AVENUE, MARINA DEL REY, CA 90292CRD# 3230747Firm CRD# 168744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Irene Gerasimos Apergis · MARINA DEL REY, CA

Registration

CRD #3230747 · ARROWROOT FAMILY OFFICE, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ARROWROOT FAMILY OFFICE, LLC

Aug 2017 – present

KLS PROFESSIONAL ADVISORS GROUP, LLC

Sep 2014 – Feb 2016

LOS ANGELES, CA

UBS FINANCIAL SERVICES INC.

Jul 2010 – Jun 2014

CENTURY CITY, CA

J.P.MORGAN SECURITIES INC.

Apr 2007 – Jul 2010

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 65

Series 66

Series 79

Series 79TO

Registration record

First registered · April 26, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARROWROOT FAMILY OFFICE, LLC

CRD 168744 · SEC 801-121878

AUM

$309M

Regulatory assets under management

Employees

1,347 client accounts

Services offered by ARROWROOT FAMILY OFFICE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ARROWROOT FAMILY OFFICE, LLC →

Introduction

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Frequently Asked Questions

What services does Irene Gerasimos Apergis offer?

Irene Gerasimos Apergis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MARINA DEL REY, California for a consultation.

What are Irene Gerasimos Apergis's credentials?

Irene Gerasimos Apergis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Irene Gerasimos Apergis located?

Irene Gerasimos Apergis is based in MARINA DEL REY, California, working with ARROWROOT FAMILY OFFICE, LLC. Their office serves clients in the MARINA DEL REY metropolitan area and surrounding communities.

How does Irene Gerasimos Apergis charge for services?

Irene Gerasimos Apergis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARROWROOT FAMILY OFFICE, LLC?

ARROWROOT FAMILY OFFICE, LLC has approximately 17 employees and manages $309M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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