MOMENTOUS WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2017
Total AUM
$410M
Discretionary
$399M
97% of AUM
Avg account
$360K
Accounts
1,138
Employees
7
Advisory reps
7

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

FINTRX

Overview

Momentous Wealth Management, Inc. is an independent registered investment adviser that serves individual and family clients. The firm, SEC-registered in 2017 and owned by an individual, functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Its billing includes both percentage-of-assets and fixed fees. Momentous reports being an active ESG investor and deploys both discretionary and limited non‑discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 10%, Cash & Cash Equivalents 6%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%80%
  • 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 6

  • Aiden Pisarczyk

    AssociateCRD 7275545

  • Savanna Pitman

    ParaplannerCRD 8218469

  • LINDE CARROLL

    ShareholderCRD 5905398

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 12

Active vs passive

$154M in ETFs

Passive

10%

$15.7M

Active

90%

$138M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$42.3M1,087,69227.47%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth