MOMENTOUS WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$409,937,549
Discretionary
$399,329,700
Non-discretionary
$10,607,849
Firm details
- CRD number
- 288429
- SEC file number
- 801-110752
- Main office
- VANCOUVER, WA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.