Crystal Annette Mcmahon

Employer firm

Arrowroot Family Office, LLC CRD 168744

$431M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 03/2018
  City Closers / Coldwell Banker Commercial
  Seattle, WA
• 08/2020 → Present
  Great Life Investing Llc
  Tacoma, WA
• 04/2018 → 11/2022
  Great Life Realty Llc
  Olalla, WA
• 03/2014 → 12/2022
  David Noble Insurance Dba Great Life Planning
  Olalla, WA
• 11/2023 → Present
  Arrowroot Family Office, Llc
  Tacoma, WA

Previous Registrations

• 2020-10-30 → 2024-01-10
  Great Life Investing
  Tacoma, WA
  Tacoma, WA
• 2017-02-02 → 2020-10-29
  Kms Financial Services, Inc.
  Olalla, WA
• 2006-03-03 → 2006-07-24
  Ubs Financial Services Inc.
  Bellevue, WA
• 2003-11-21 → 2004-03-23
  Valic Financial Advisors, Inc.
  Seattle , WA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-19
• S66 Uniform Combined State Law Examination
  2014-10-15
• S63 Uniform Securities Agent State Law Examination
  2003-10-01

Designations

• Certified Financial Planner

Other Names

• Crystal Annette Hunter
• Crystal Annette Mcmahon
• Crystal Annette Mcmahon
• Crystal Annette Hochhaus