Momentous Wealth Management, Inc.
● SEC registered since 2017CRD 288429SEC# 801-110752Vancouver, WA
Reg. AUM
$409.9M
Employees
7
Accounts
1,138
Location
Vancouver, WA
Momentous Wealth Management, Inc. assets under management
Momentous Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Vancouver, WA. The firm has been registered since 2017. It reports $409.9 million in regulatory assets under management and employs 7 people.
Momentous Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Linde Elise Carroll Control | Managing Member & Chief Compliance Officer | Under 5% | 2017 |
| Todd Walter Pisarczyk Control | Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Momentous Wealth Management, Inc. manage?
Momentous Wealth Management, Inc. reports $409.9 million in regulatory assets under management on its Form ADV.
How many employees does Momentous Wealth Management, Inc. have?
Momentous Wealth Management, Inc. reports 7 employees.
Where is Momentous Wealth Management, Inc. located?
Momentous Wealth Management, Inc. is based in Vancouver, WA and has been SEC-registered since 2017.
Does Momentous Wealth Management, Inc. disclose fund performance?
Momentous Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 E. 17th Street, Vancouver, WA 98663 |
| Phone | 360-597-4570 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$409.9M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$409.9Mregulatory AUM
Discretionary $399.3MNon-discretionary $10.6M