Momentous Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated March 25, 2026, reports $410M in regulatory assets under management, 7 employees, 3 offices, and 1,138 accounts.
Top client segmentIndividuals represent 68.7% of total clients.
Top client categories% of clientsClients
1
Individuals
68.7%
338
2
HNWI
31.3%
154
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$410Mas of March 25, 2026
Discretionary97.4%
$399M
97% of total RAUM97.4%
Non-discretionary2.6%
$11M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$410M
Total Accounts1,138
10Y AUM Change+$410M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee70:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.