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Building 2MOMENTOUS WEALTH MANAGEMENT, INC.

Map pinVANCOUVER, WA
Phone360-597-4570
NotebookSEC #801-110752
Total AUM
$409.9M
Employees
7
Clients
495

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 E. 17TH STREET
VANCOUVER
WA 98663
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
360-597-4570
Other Offices
3

ReceiptFinancials

Total AUM
$409.9M
Accounts
1,138
Discretionary
$399.3M
Accounts
1,115
Non-Discretionary
$10.6M
Accounts
23

ContactClients

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Individual Clients
338
AUM
$72.8M
HNW Individual Clients
154
AUM
$291.9M
Pension/Profit Sharing Plan Clients
1
AUM
$43.2M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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