Benjamin Porras

ARROWROOT FAMILY OFFICE

Marina Del Rey, CA 90292

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CRD#: 4629620

Professional summary

Benjamin Porras is a registered financial advisor currently at ARROWROOT FAMILY OFFICE, LLC located in Marina Del Rey, California and FARTHER located in Los Angeles, California.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Benjamin has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of other business: Sole Proprietor - Benjamin Porras; Is business Investment related: No; Address of other business: Los Angeles, CA; Nature of other business: Liability/Loan Consulting; Transaction Coordinator Support; Your position: Sole Proprietor; Start date of relationship: 6/8/2023; Approx. # of hours /month devote to other business: 20-30; Number of hours devoted to other business during securities trading hours: <1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Porras's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 20, 2019 - Present

ARROWROOT FAMILY OFFICE, LLC

Office #1: 4553 Glencoe Avenue Suite 201, Marina Del Rey, CA 90292

RIA

CRD#: 168744

Marina Del Rey, CA

Current

September 25, 2025 - Present

FARTHER

RIA

CRD#: 302050

Los Angeles, CA

Past

March 13, 2013 - March 1, 2019

EP WEALTH ADVISORS

RIA

CRD#: 111147

TORRANCE, CA

Past

October 27, 2003 - August 8, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

LOS ANGELES, CA

Past

October 27, 2003 - August 8, 2011

CHARLES SCHWAB & CO., INC.

CRD#: 5393

LOS ANGELES, CA

Past

February 24, 2003 - September 26, 2003

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/20/2019)

IAR

Texas
(9/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/5/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/19/2003

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Benjamin Porras

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Porras's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARROWROOT FAMILY OFFICE, LLC

FARTHER

EP WEALTH ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

WAMU INVESTMENTS, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2003

Series 7

Date: 2/19/2003

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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