{
  "crd_number": 288429,
  "slug": "momentous-wealth-management-inc-vancouver-wa-288429",
  "primary_business_name": "MOMENTOUS WEALTH MANAGEMENT, INC.",
  "legal_name": "MOMENTOUS WEALTH MANAGEMENT, INC.",
  "dbas": [
    "SUSTAINABLE WEALTH MANAGEMENT, INC."
  ],
  "city": "Vancouver",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-07",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 409937549.0,
  "raum_discretionary": 399329700.0,
  "raum_non_discretionary": 10607849.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1024651.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 72752380.0,
      "count": 338
    },
    "pension_profit_sharing": {
      "raum": 43218288.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 291928956.0,
      "count": 154
    },
    "corporations_other_businesses": {
      "raum": 1013274.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "ID",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/MomentousWealth",
    "https://instagram.com/momentouswealth",
    "https://linkedin.com/company/sustainable-wealth-management",
    "https://linkedin.com/in/aiden-pisarczyk",
    "https://linkedin.com/in/linde-carroll-cfp%C2%AE-b2451846",
    "https://linkedin.com/in/nik-miner-financial-planning-advisor",
    "https://linkedin.com/in/savannahenry",
    "https://linkedin.com/in/taren-bennett-b79a70172",
    "https://linkedin.com/in/taylor-vilhauer-crpc%C2%AE-80732a5",
    "https://linkedin.com/in/todd-pisarczyk-26424a5",
    "https://momentouswealth.com",
    "https://x.com/momentouswealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288429",
  "city_as_filed": "VANCOUVER",
  "url": "https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429",
  "display_name": "Momentous Wealth Management, Inc.",
  "summary": "Momentous Wealth Management, Inc. is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Momentous Wealth Management, Inc. (CRD 288429): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Momentous Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Momentous Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Momentous Wealth Management, Inc. located?",
      "a": "Momentous Wealth Management, Inc.'s principal office is in Vancouver, WA, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Momentous Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Momentous Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288429."
    },
    {
      "q": "How much does Momentous Wealth Management, Inc. manage?",
      "a": "Momentous Wealth Management, Inc. reports $409,937,549 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (97% discretionary)."
    },
    {
      "q": "How have Momentous Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Momentous Wealth Management, Inc.: Regulatory assets under management: $210,150,169 in the October 2021 data and $409,937,549 in the October 2026 data, up 95%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Momentous Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (338); high net worth individuals (154)."
    },
    {
      "q": "Which custodians does Momentous Wealth Management, Inc. use?",
      "a": "Momentous Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Momentous Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288429"
    },
    {
      "q": "What changed in Momentous Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $356,038,331 to $409,937,549 (+15%). Added an office in Beaverton, OR. Added an office in Lake Oswego, OR. Added an office in Scottsdale, AZ. Registered or notice-filed in ID, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 210150169.0,
      "total_employees": 7,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 252414942.0,
      "total_employees": 3,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 261751112.0,
      "total_employees": 5,
      "filing_date": "2023-02-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 313583143.0,
      "total_employees": 5,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 356038331.0,
      "total_employees": 5,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 409937549.0,
      "total_employees": 7,
      "filing_date": "2026-07-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 7.",
        "Regulatory assets under management went from $356,038,331 to $409,937,549 (+15%).",
        "Added an office in Beaverton, OR.",
        "Added an office in Lake Oswego, OR.",
        "Added an office in Scottsdale, AZ.",
        "Registered or notice-filed in ID, TX."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 338,
      "fewer_than_5": false,
      "raum": 72752380.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 154,
      "fewer_than_5": false,
      "raum": 291928956.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 43218288.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1024651.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1013274.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288429",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}