| Name | Title | Ownership | Since |
|---|---|---|---|
| Linde Elise Carroll Control | Managing Member & Chief Compliance Officer | Under 5% | 2017 |
| Todd Walter Pisarczyk Control | Managing Member | Over 75% | 2017 |
Momentous Wealth Management, Inc. reports $356 million in regulatory assets under management on its Form ADV.
Momentous Wealth Management, Inc. reports 5 employees.
Momentous Wealth Management, Inc. is based in Vancouver, WA and has been SEC-registered since 2017.
Momentous Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 E. 17th Street, Vancouver, WA 98663 |
| Phone | 360-597-4570 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $349.7M |
| Non-discretionary | $6.3M |
| Total (RAUM) | $356M |