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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Momentous Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Momentous Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Momentous Wealth Management have a minimum investment?","answer":"Yes, Momentous Wealth Management’s minimum account size for its Comprehensive Portfolio Management is $250K.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 8 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Momentous Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Momentous Wealth Management get paid?","answer":"Momentous Wealth Management is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}