Momentous Wealth Management, Inc.
Momentous Wealth Management, Inc. is an SEC-registered mass-market adviser in Vancouver, WA with $409.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Momentous Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288429, SEC 801-110752, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $409.9M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Vancouver, WA
- Employees
- 7
- Clients
- 492
- CRD
- 288429
- Ownership
- PISARCZYK, TODD, WALTER; CARROLL, LINDE, ELISE; VILHAUER, TAYLOR, ALAN; CARROLL, LINDE, E
How much AUM does Momentous Wealth Management, Inc. have?
Momentous Wealth Management, Inc. reported $409.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Momentous Wealth Management, Inc.?
Disclosed owners and executives of Momentous Wealth Management, Inc. include PISARCZYK, TODD, WALTER, CARROLL, LINDE, ELISE, VILHAUER, TAYLOR, ALAN, CARROLL, LINDE, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.