300 E. 17th Street
Vancouver, Washington 98663
Tel: 360-597-4570
MOMENTOUS WEALTH MANAGEMENT, INC, formally registered with the SEC as MOMENTOUS WEALTH MANAGEMENT, INC. The firm was established in 07/07/2017. They have over 1 offices throughout the country.
MOMENTOUS WEALTH MANAGEMENT, INC. is a Vancouver, Washington based Financial Planning firm with nearly $261,751,112 assets under management, offering retirement planning & investment advisory services to 992 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288429 |
SEC# | 801-110752 |
Assets Managed by Firm | $261,751,112 |
No. of Clients | 992 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 992 | $261,751,112 |
Individuals (other than high net worth individuals) | 299 | $58,859,212 |
High net worth individuals | 102 | $162,059,994 |
Pension and profit sharing plans | Fewer than 5 clients | $39,955,713 |
Charitable organizations | Fewer than 5 clients | $876,193 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$386,290,864,100 | 132036 | 836 | |
$156,620,655,662 | 744 | 651 | |
$47,233,145,795 | 69895 | 651 | |
$41,232,351,167 | 113 | 12 | |
$26,539,000,000 | 19 | 114 |
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