Unclaimed Profile

Taylor Alan Vilhauer

SUSTAINABLE WEALTH MANAGEMENT, INC.·VANCOUVER, Washington

Clean recordSUSTAINABLE WEALTH MANAGEMENT, INC.

300 E. 17TH STREET, VANCOUVER, WA 98663CRD# 6094703Firm CRD# 288429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Taylor Alan Vilhauer · VANCOUVER, WA

Registration

CRD #6094703 · SUSTAINABLE WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Taylor Alan Vilhauer is a registered financial advisor based in VANCOUVER, Washington, affiliated with SUSTAINABLE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MOMENTOUS WEALTH MANAGEMENT, INC.

AUM

$314M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MOMENTOUS WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6094703

Firm CRD# 288429

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Taylor Alan Vilhauer offer?

Taylor Alan Vilhauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.

What are Taylor Alan Vilhauer's credentials?

Taylor Alan Vilhauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Taylor Alan Vilhauer located?

Taylor Alan Vilhauer is based in VANCOUVER, Washington, working with SUSTAINABLE WEALTH MANAGEMENT, INC.. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Taylor Alan Vilhauer charge for services?

Taylor Alan Vilhauer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUSTAINABLE WEALTH MANAGEMENT, INC.?

SUSTAINABLE WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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