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 that began SEC registration in 2017 and is owned by an individual principal. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses and institutional clients. Its service set also includes selection of other advisers and pension consulting. Compensation comes from both AUM-based fees and fixed fees. Momentous reports being an active ESG investor and acts as a capital allocator, meaning it places client capital with third‑party managers in addition to managing public markets exposure. The firm 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 12Active vs passive
$154M in ETFs
10%
$15.7M
90%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $42.3M | 1,087,692 | 27.47% |
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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