Momentous Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Momentous Wealth Management reports 492 clients. They include 338 individual clients and 154 high-net-worth individuals. Of its assets, 97.4% ($399M across 1,115 accounts) are managed with discretion; $10.6M across 23 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 18% |
| High-net-worth individuals | 31% | 71% |
| Pension and profit-sharing plans | Fewer than 5 | 11% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 338 | $72.8M | 17.7% | $215K |
| High-net-worth individuals | 154 | $292M | 71.2% | $1.9M |
| Pension and profit-sharing plans | Fewer than 5 | $43.2M | 10.5% | — |
| Charitable organizations | Fewer than 5 | $1.02M | 0.2% | — |
| Corporations and other businesses | Fewer than 5 | $1.01M | 0.2% | — |
| Total | 492 | $410M | 100% | — |
- Clients
- 338
- Regulatory AUM
- $72.8M
- AUM share
- 17.7%
- Avg. per client
- $215K
- Clients
- 154
- Regulatory AUM
- $292M
- AUM share
- 71.2%
- Avg. per client
- $1.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $43.2M
- AUM share
- 10.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.02M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.01M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 492
- Regulatory AUM
- $410M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Momentous Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Flat fees ranging from $1,500 to $2,500, based on the scope and complexity of the engagement.
- Retirement Plan Consulting
- Fees based on managed plan assets will not exceed 1.00%.
Todd Pisarczyk owns 75% or more of Momentous Wealth Management. The leadership team of Momentous Wealth Management includes Chief Compliance Officer Linde Carroll. It has 7 employees.
Leadership
- Linde CarrollManaging Member & Chief Compliance Officer
- Todd PisarczykManaging Member
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Momentous Wealth Management, Inc.
Todd Pisarczyk
Control person · since June 2017
Momentous Wealth Management’s regulatory assets grew 2.0× from $210M (March 2021) to $410M (July 2026); clients rose from 326 to 492 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $410M | 492 | 7 | 4 |
| Mar 2025March 2025 | $356M | 455 | 5 | 1 |
| Feb 2024February 2024 | $314M | 419 | 5 | 1 |
| Feb 2023February 2023 | $262M | 401 | 5 | 1 |
| Mar 2022March 2022 | $252M | 367 | 3 | 1 |
| Mar 2021March 2021 | $210M | 326 | 7 | 2 |
Besides its headquarters, Momentous Wealth Management has 3 offices, with 4 listed addresses across 3 states.
Oregon · 2 listed addresses
- 5 Centerpoint Drive, Lake Oswego
- 4145 SW Watson Ave, Beaverton
Arizona · 1 listed address
- 6991 East Camelback Road, Scottsdale
Washington · 1 listed address
- 300 E. 17th Street, VancouverHQ
Other business names
Momentous Wealth Management has reported 1 other business name to the SEC.
- Sustainable Wealth Management, Inc.
Contact and registration details
- Legal name
- Momentous Wealth Management, Inc.
- Headquarters
- 300 E. 17th Street, Vancouver, WA 98663
- Phone
- 360-597-4570
- SEC file
- 801-110752
- Founded
- 2017
- Structure
- Washington corporation
- Fiscal year end
- December
Momentous Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($410M). Momentous Wealth Management has custody of $215M for 577 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $410M100%
At year end, Momentous Wealth Management’s separately managed accounts were mostly in funds (80%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $195M across 48 positions; the largest are Dimensional ETF Trust (25.8%), Vanguard Malvern Fds (15.9%) and Dimensional ETF Trust (14.1%).
What the accounts hold
- Stocks11%
- Exchange-traded equities10%
- Non-exchange-traded equities1%
- Funds80%
- Bonds3%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $195M
- Reported 13F value
- 48
- Positions
- 89.9%
- In the 10 largest
- +11.5%
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF25.8%
- Vanguard Malvern Fds · Core BD ETF15.9%
- Dimensional ETF Trust · World EX US Core14.1%
- Dimensional ETF Trust · Core Fixe IN ETF10.6%
- Schwab Strategic TR · Intl Eqty ETF9.1%
- Dimensional ETF Trust · Global Sustaina5.1%
- Dimensional ETF Trust · US Sustainabilty4.6%
- Apple Inc.1.8%
- Dimensional ETF Trust · International1.7%
- Nvidia Corporation1.1%
Together, the ten largest are 89.9% of reported value.
How many clients does Momentous Wealth Management have?
Momentous Wealth Management has 492 clients and manages $410 million for them, as of July 2026. They include 338 individual clients and 154 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Momentous Wealth Management offer?
Momentous Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Momentous Wealth Management charge?
Momentous Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Which custodians does Momentous Wealth Management use?
Momentous Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $410M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Momentous Wealth Management have?
Momentous Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Momentous Wealth Management invest in?
At the end of its last fiscal year, Momentous Wealth Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 6% cash and equivalents, 2% state and local bonds, 1% non-exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Momentous Wealth Management have a minimum investment?
Yes, Momentous Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $250K.
Who owns Momentous Wealth Management?
Momentous Wealth Management’s direct owner is Todd Pisarczyk (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Momentous Wealth Management get paid?
Momentous Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Momentous Wealth Management?
Momentous Wealth Management’s main office is at 300 E. 17th Street, Vancouver, WA 98663. Its phone number is 360-597-4570. Its website is momentouswealthmanagement.com.