MOMENTOUS WEALTH MANAGEMENT, INC.
Adviser information for MOMENTOUS WEALTH MANAGEMENT, INC. last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,037 | $309.3M |
| Non-Discretionary | 12 | $4.3M |
| Total | 1,049 | $313.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 301 | $60.7M |
| HNW Individuals | 118 | $205.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $43.9M |
| Charitable organizations | <5 | $945,818 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-110752 |
|---|---|
| SEC ERA File Number | 801-110752 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288429 |
| Legal Entity Identifier | None |
Principal Office
300 E. 17TH STREETVANCOUVER
WA
United States
Monday - Friday, 8AM - 5PM
Tel: 360-597-4570, Fax: None
Websites
www.linkedin.com/in/todd-pisarczyk-26424a5
www.linkedin.com/in/taylor-vilhauer-80732a5
www.linkedin.com/in/linde-carroll-cfp%c2%ae-b2451846/
www.instagram.com/sustainablewealthvancouver/
www.momentouswealth.com
www.facebook.com/sustainablewealthmanagement
twitter.com/sustainable_wm
www.linkedin.com/company/sustainable-wealth-management
www.linkedin.com/in/nik-miner-financial-planning-advisor/
www.linkedin.com/in/taren-bennett-b79a70172/
Chief Compliance Officer
LINDE CARROLL
INVESTMENT CONSULTANT, CFP
300 E. 17TH STREET
VANCOUVER
WA
United States
Tel:
(360) 597-4570
L****@******************M
(Full email address available in API data)
Regulatory Contact
TODD PISARCZYK
MANAGING MEMBER
300 E. 17TH STREET
VANCOUVER
WA
United States
Tel:
(360) 597-4570
T***@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PISARCZYK, TODD, WALTER | Individual | – | MANAGING MEMBER | 06/2017 | > 75% |
| CARROLL, LINDE, ELISE | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 06/2017 | < 5% |