Overview
Assets Under Management: $314 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 129
Average Client Assets: $2 million
Frequently Asked Questions
MOMENTOUS WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288429), MOMENTOUS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MOMENTOUS WEALTH MANAGEMENT, INC. is headquartered in VANCOUVER, WA.
MOMENTOUS WEALTH MANAGEMENT, INC. serves 129 high-net-worth clients according to their SEC filing dated February 29, 2024. View client details ↓
According to their SEC Form ADV, MOMENTOUS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MOMENTOUS WEALTH MANAGEMENT, INC. manages $314 million in client assets according to their SEC filing dated February 29, 2024.
According to their SEC Form ADV, MOMENTOUS WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.81
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,049
Discretionary Accounts: 1,037
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 288429
Last Filing Date: 2024-02-29 00:00:00
Website: https://momentouswealth.com