MOMENTOUS WEALTH MANAGEMENT, INC.

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

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 $313,583,143 assets under management, offering retirement planning & investment advisory services to 1049 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288429
SEC#	801-110752
Assets Managed by Firm	$313,583,143
No. of Clients	1049
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1049	$313,583,143
Individuals (other than high net worth individuals)	301	$60,655,933
High net worth individuals	118	$205,593,680
Pension and profit sharing plans	Fewer than 5 clients	$43,924,784
Charitable organizations	Fewer than 5 clients	$945,818
Corporations or other businesses	Fewer than 5 clients	$2,462,928

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