Momentous Wealth Management, Inc.

Momentous Wealth Management, Inc. (CRD# 288429) is a financial advisory firm headquartered in Vancouver, WA. They manage $313,583,143 in 1,049 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
300 E. 17th Street, Vancouver, WA 98663
https://www.linkedin.com/in/todd-pisarczyk-26424a5
By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    1,049
    ACCOUNTS
  • Average Account Value
    $298,935
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Momentous Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Linde Carroll, financial advisor Vancouver WA
Linde E. Carroll
CRD#: 5905398
300 E. 17th Street, Vancouver, WA 98663

Linde Carroll (CRD# 5905398) is an Investment Advisor Representative working at Momentous Wealth Management, Inc. in Vancouver, WA and has over 12 years of experience in the finance industry.

2
Todd Pisarczyk, financial advisor Vancouver WA
Todd W. Pisarczyk
CRD#: 3214333
300 E. 17th Street, Vancouver, WA 98663

Todd Pisarczyk (CRD# 3214333) is an Investment Advisor Representative working at Momentous Wealth Management, Inc. in Vancouver, WA and has over 14 years of experience in the finance industry.

3
Taylor Vilhauer, financial advisor Vancouver WA
Taylor A. Vilhauer
CRD#: 6094703
300 E. 17th Street, Vancouver, WA 98663

Taylor Vilhauer (CRD# 6094703) is an Investment Advisor Representative working at Momentous Wealth Management, Inc. in Vancouver, WA and has over 11 years of experience in the finance industry.

4
Taren Bennett, financial advisor Vancouver WA
Taren Bennett
CRD#: 7445022
300 E. 17th Street, Vancouver, WA 98663

Taren Bennett (CRD# 7445022) is an Investment Advisor Representative working at Momentous Wealth Management, Inc. in Vancouver, WA and has 1 year of experience in the finance industry.

5
Nikolas Miner, financial advisor Vancouver WA
Nikolas I. Miner
CRD#: 7259795
300 E. 17th Street, Vancouver, WA 98663

Nikolas Miner (CRD# 7259795) is an Investment Advisor Representative working at Momentous Wealth Management, Inc. in Vancouver, WA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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