Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Flat fees from $1,500 to $2,500 for Financial Planning & Consulting services
Representatives are registered representatives of a broker-dealer and receive normal and customary commissions for securities sales
Financial Planning termination fee calculated at $250/hour for work performed
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
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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