MOMENTOUS WEALTH MANAGEMENT, INC.

VANCOUVER, Washington·3 registered advisors·CRD# 288429
SEC# 801-1107520360-597-4570
01

Firm Overview

AUM
$314M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MOMENTOUS WEALTH MANAGEMENT, INC.

3 registered advisors
Linde Elise Carroll
VANCOUVER, Washington
Taylor Alan Vilhauer
VANCOUVER, Washington
Todd Walter Pisarczyk
VANCOUVER, Washington
05

Office Locations

VANCOUVER, Washington
3 advisors

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Data sourced from SEC Form ADV filings. MOMENTOUS WEALTH MANAGEMENT, INC. (CRD# 288429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.