Momentous Wealth Management, Inc.
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 288429
- Registered since
- July 7, 2017
- Website
- www.sustainablewealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.21%
- Individuals17.75%
- Pension & Profit Sharing Plans10.54%
- Charitable Organizations0.25%
- Corporations / Businesses0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Momentous Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and operating since its 2017 SEC registration. The firm serves individual and family clients and is owned by an individual principal. Its compensation model combines AUM-based fees with fixed fees, and it functions as a capital allocator—selecting and placing client capital with third-party managers as part of its offering. Core advisory services include financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, pension consulting support, and selection of other advisers. The firm identifies as an active ESG investor and lists a trust company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Todd Pisarczyk
CEO & Financial AdvisorCRD 3214333
Contacts
3 of 7
Brayden Disbrow
Financial AdvisorCRD 8275634
Aiden Pisarczyk
AssociateCRD 7275545
Savanna Pitman
ParaplannerCRD 8218469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$173M in ETFs
11%
$18.1M
90%
$154M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $50.4M | 1,136,713 | 29.21% |
Location
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 300 E 17th St
- Time zone
- PT (UTC-8)
- Office locations
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