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MOMENTOUS WEALTH MANAGEMENT, INC.

300 E. 17th Street
Vancouver, Washington 98663
Tel: 360-597-4570

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About MOMENTOUS WEALTH MANAGEMENT, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#288429
SEC#801-110752
Assets Managed by Firm$261,751,112
No. of Clients992
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total992$261,751,112
Individuals (other than high net worth individuals)299$58,859,212
High net worth individuals102$162,059,994
Pension and profit sharing plansFewer than 5 clients$39,955,713
Charitable organizationsFewer than 5 clients$876,193

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