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MOMENTOUS WEALTH MANAGEMENT, INC.
CRD 288429 · SEC 801-110752
300 E. 17TH STREET, VANCOUVER, WA, 98663, United States
Phone
360-597-4570
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.9M
Discretionary AUM
$399.3M
Team
7 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 338 | $72.8M |
| High net worth individuals | 154 | $291.9M |
States served
AZ, CA, ID, OR, WA, TX
All web addresses on file
- https://www.linkedin.com/in/todd-pisarczyk-26424a5
- https://www.linkedin.com/in/taylor-vilhauer-crpc%C2%AE-80732a5/
- https://www.linkedin.com/in/linde-carroll-cfp%C2%AE-b2451846/
- https://www.instagram.com/momentouswealth/
- HTTPS://WWW.MOMENTOUSWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/MomentousWealth
- https://x.com/momentouswealth
- https://www.linkedin.com/company/sustainable-wealth-management/
- https://www.linkedin.com/in/taren-bennett-b79a70172/
- https://www.linkedin.com/in/nik-miner-financial-planning-advisor/
- https://www.linkedin.com/in/aiden-pisarczyk/
- https://www.linkedin.com/in/savannahenry/
Official SEC filing: View on IAPD