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RIA / WealthAdvisor35 years in industry

DIANE LYNN YOUNG

Advisor at ARROWROOT FAMILY OFFICE, LLC

ROCHESTER HILLS, MI | MARINA DEL REY, CA

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Search this name across graphsid dfx:ria:c7338c73-d5b2-f20c-9d9c-2af2cd50bcc5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 4, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARROWROOT FAMILY OFFICE, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 15, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 15, 1991
First registration: Jun 4, 2010
Dual registered: no
Other names: DIANE EICKHOLDT
IAPD individual key: 2127990

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARROWROOT FAMILY OFFICE, LLC	Independent wealth	Feb 8, 2022	n/a	yes	ROCHESTER HILLS, MI\|MARINA DEL REY, CA	Current employment
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	Independent wealth	Oct 24, 2017	Nov 14, 2019	no	Rochester Hills, MI	Previous registration
ATHENA ADVISORY SERVICES INC.	n/a	Jun 29, 2016	Oct 4, 2021	no	ROCHESTER, MI	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 4, 2010	Sep 26, 2016	no	ROCHESTER, MI\|ROCHESTER, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ATHENA ADVISORY SERVICES INC.	FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	Oct 4, 2021	Oct 24, 2017	-1,441	Firm change after gap	Other
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	ARROWROOT FAMILY OFFICE, LLC	Nov 14, 2019	Feb 8, 2022	817	Firm change after gap	RIA to RIA
OSAIC WEALTH, INC.	ATHENA ADVISORY SERVICES INC.	Sep 26, 2016	Jun 29, 2016	-89	Firm change after gap	Other

Relationships

Registered with (4)

→ ARROWROOT FAMILY OFFICE, LLCRegistered adviserregistration: current employment
Feb 8, 2022 to presentfactForm ADV
→ ATHENA ADVISORY SERVICES INC.Registered adviserregistration: previous registration
Jun 29, 2016 to Oct 4, 2021factForm ADV
→ FINANCIAL GRAVITY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 24, 2017 to Nov 14, 2019factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 4, 2010 to Sep 26, 2016factForm ADV

Dated events

No dated event names this entity yet.