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, SEC-registered registered investment adviser (registered with the SEC in 2017) that serves individual and family clients. The firm operates as a capital allocator and provides comprehensive wealth services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. Its fee model combines asset-based fees and fixed fees. The firm reports active integration of ESG considerations into its investment approach.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$179M in ETFs
10%
$17.9M
90%
$161M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $51.6M | 1,160,902 | 28.83% |
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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