Momentous Wealth Management, Inc. logo

Momentous Wealth Management, Inc.

Updated today

Client AUM

$364,681,336

Clients

492

Advisors

8

of 8 employees

About

Momentous Wealth Management serves individual and high‑net‑worth clients, trusts, and employer retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm implements portfolios that may include individual stocks, bonds, ETFs, mutual funds, options and private securities, and it also facilitates the use of third‑party money managers and sub‑advisers.

The firm describes a tailored, continuously monitored approach that combines fundamental and technical methods (including charting and cyclical analysis), ESG considerations, and periodic rebalancing to align portfolios with client objectives and risk tolerances. It typically charges percentage‑of‑AUM fees for managed accounts, offers discretionary authority where agreed, and conducts due diligence and ongoing reviews of any third‑party managers it selects.

Distinctive features disclosed in the brochure include an affiliated state‑chartered trust company under common majority ownership, which creates explicit cross‑referral and dual‑fee considerations and is addressed through written policies and annual oversight, including an independent PCAOB surprise examination for trust custody arrangements. The firm also directs readers to its public materials (website and CRD) and highlights third‑party ratings in its external materials, a practice that is less common among similarly structured team firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

ESG / Sustainable investing Options & derivatives strategies Active portfolio management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees from $1,500 to $2,500 for Financial Planning & Consulting services

Commissions

Representatives are registered representatives of a broker-dealer and receive normal and customary commissions for securities sales

Project-based

Financial Planning termination fee calculated at $250/hour for work performed

Other

Account minimum: $250,000 (Comprehensive Portfolio Management; generally non-negotiable but may be waived at management's sole discretion) Fee-only: Flat fees from $1,500 to $2,500 for Financial Planning & Consulting services

Main office

300 E. 17th Street

Vancouver WA 98663

Advisors at this office

8

Most active in

Arizona · California · Idaho · Oregon · Texas · Washington

Also doing business as

Momentous Wealth Management, Inc. · Sustainable Wealth Management, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
user avatar

Taren B

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Taren Bennett is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 credential with three years of industry experience. His background includes service in the U.S. Army from 2012 to 2017 and prior roles at the University of Portland and Aldrich Wealth. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans by offering asset management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management
user avatar

Taylor V

Series 66

Vancouver, WA

Momentous Wealth Management, Inc.

Taylor Vilhauer is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 66 credential with 14 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Kms Financial Services, Inc. Vilhauer serves on the board of Innovative Services NW, a pediatric therapy and neurodevelopmental center, and participates in community fundraising and service events with organizations including Young Life and Faith RX'd. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a tailored, continuously monitored investment approach that incorporates fundamental and technical analysis, ESG factors, and periodic rebalancing.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management
user avatar

Nikolas M

Series 66

Vancouver, WA

Momentous Wealth Management, Inc.

Nikolas Miner is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and PKS Investments. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm uses a tailored, continuously monitored investment approach that combines fundamental and technical methods, ESG considerations, and periodic rebalancing to align portfolios with client goals.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management
user avatar

Linde C

CFP®, Series 66

Vancouver, WA

Momentous Wealth Management, Inc.

Linde Carroll is a CFP® with 14 years of industry experience, currently serving as an advisor at Momentous Wealth Management, Inc. in Vancouver, WA. Carroll previously worked at Purshe Kaplan Sterling Investments and Kms Financial Services, Inc., among other firms. Outside of advisory work, Carroll volunteers as treasurer for Lakeshore Community Church, managing financial reporting and oversight. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach combining fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management
user avatar

Savanna P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Savanna Pitman is a Series 65-licensed advisor at Momentous Wealth Management, Inc. in Vancouver, WA, with one year of industry experience. Prior to joining Momentous Wealth Management, she was not employed in the financial industry for ten years. Momentous Wealth Management serves individual and high-net-worth clients, trusts, and employer retirement plans, using a tailored investment approach that incorporates fundamental and technical analysis, ESG considerations, and ongoing portfolio monitoring.

ESG / Sustainable investing Options & derivatives strategies Active portfolio management
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)