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RIA / WealthAdvisorCertified Financial Planner22 years in industry

CRYSTAL ANNETTE MCMAHON

Advisor at ARROWROOT FAMILY OFFICE, LLC

MARINA DEL REY, CA | Tacoma, WA

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Search this name across graphsid dfx:ria:67208cbd-1119-c910-10cc-70567f3fbdc1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 21, 2003 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: Oct 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66|S65
First exam: Oct 1, 2003
First registration: Nov 21, 2003
Dual registered: no
Other names: CRYSTAL ANNETTE HUNTER|CRYSTAL ANNETTE MCMAHON|CRYSTAL ANNETTE MCMAHON|CRYSTAL ANNETTE HOCHHAUS
IAPD individual key: 1191470

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	Dec 8, 2023	n/a	yes	MARINA DEL REY, CA\|Tacoma, WA	Current employment
GREAT LIFE INVESTING	n/a	Oct 30, 2020	Jan 10, 2024	no	TACOMA, WA\|TACOMA, WA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Feb 2, 2017	Oct 29, 2020	no	Olalla, WA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 3, 2006	Jul 24, 2006	no	Bellevue, WA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Nov 21, 2003	Mar 23, 2004	no	SEATTLE , WA	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
GREAT LIFE INVESTING	ARROWROOT FAMILY OFFICE, LLC	Jan 10, 2024	Dec 8, 2023	-33	Firm change after gap	Other
KMS FINANCIAL SERVICES, INC	GREAT LIFE INVESTING	Oct 29, 2020	Oct 30, 2020	1	Firm change	Other
UBS FINANCIAL SERVICES INC.	KMS FINANCIAL SERVICES, INC	Jul 24, 2006	Feb 2, 2017	3,846	Firm change after gap	Other
VALIC FINANCIAL ADVISORS, INC.	UBS FINANCIAL SERVICES INC.	Mar 23, 2004	Mar 3, 2006	710	Firm change after gap	Other

Relationships

Registered with (5)

→ ARROWROOT FAMILY OFFICE, LLCRegistered adviserregistration: current employment
Dec 8, 2023 to presentfactForm ADV
→ GREAT LIFE INVESTINGRegistered adviserregistration: previous registration
Oct 30, 2020 to Jan 10, 2024factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Feb 2, 2017 to Oct 29, 2020factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 3, 2006 to Jul 24, 2006factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Nov 21, 2003 to Mar 23, 2004factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
Crystal Annette Mcmahon left Great Life Investing for Arrowroot Family Office, Llc (registered 2023-12-08)
Form ADVobserved 6 days ago