Crystal A. Mcmahon

ARROWROOT FAMILY OFFICE

Tacoma, WA 98402

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CRD#: 1191470

Professional summary

Crystal Annette Mcmahon, CFP®, who also goes by Crystal Annette Hochhaus, Crystal Annette Hunter, is a registered financial advisor currently at ARROWROOT FAMILY OFFICE, LLC located in Tacoma, Washington.

Crystal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Crystal has worked at 5 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Crystal Annette Hochhaus | Crystal Annette Hunter

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.

Great Life Investing LLC; Not Investment Related; Same Address; Tax Preparation Services; Tax Preparer/Enrolled Agent; Started 03/2022; Approximately 10 hours per month spent; Approximately 10 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Annette Mcmahon'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

December 8, 2023 - Present

ARROWROOT FAMILY OFFICE, LLC

Office #1: 950 Broadway Suite M100, Tacoma, WA 98402

RIA

CRD#: 168744

Tacoma, WA

Past

October 30, 2020 - January 10, 2024

GREAT LIFE INVESTING

RIA

CRD#: 310681

TACOMA, WA

Past

July 1, 2020 - October 29, 2020

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

Olalla, WA

Past

February 2, 2017 - October 29, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

Olalla, WA

Past

March 10, 2006 - July 24, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BELLEVUE, WA

Past

March 3, 2006 - July 24, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BELLEVUE, WA

Past

November 21, 2003 - March 23, 2004

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

SEATTLE , WA

Past

October 7, 2003 - March 23, 2004

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

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".

ARROWROOT FAMILY OFFICE, LLC

ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC

CRD#: 168744 / SEC#: 801-121878

RIA

Registered Investment Advisory firm - (7/23/2021 Approved)

California

Registered Investment Advisory firm - (9/29/2021 Terminated)

Virginia

Registered Investment Advisory firm - (8/31/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(4/19/2024)

IAR

Texas
(12/8/2023)

IAR

Washington
(12/8/2023)

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 65

Date: 12/19/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/15/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/1/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/1/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/6/2003

General Securities Representative Examination

Current Firm

ARROWROOT FAMILY OFFICE, LLC

ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC

CRD#: 168744 / SEC#: 801-121878

RIA

Registered Investment Advisory firm - (7/23/2021 Approved)

California

Registered Investment Advisory firm - (9/29/2021 Terminated)

Virginia

Registered Investment Advisory firm - (8/31/2021 Terminated)

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Contact information

Main Address

4553 Glencoe Avenue Suite 201, Marina Del Rey, CA 90292

Mailing Address

Phone number

(310) 341-4774

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARROWROOT FORM ADV PART 2A (5/21/2025)

Regulatory assets under management

Total Number of Accounts	1,434
AUM (Assets Under Management)	$ 373,856,384

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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Crystal A. Mcmahon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Annette Mcmahon's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT LIFE INVESTING

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

ARROWROOT FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2016

Series 66

Date: 10/15/2014

Series 63

Date: 10/1/2003

Series 7TO

Date: 7/1/2020

SIE

Date: 7/1/2020

Series 7

Date: 10/6/2003

Current Firm

ARROWROOT FAMILY OFFICE, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARROWROOT FAMILY OFFICE, LLC

TRUST BUT VERIFY

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