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MOMENTOUS WEALTH MANAGEMENT, INC.

VANCOUVER, WA · CRD 288429 · IAPD ↗ · 360-597-4570

$409.9MRegulatory AUM
7Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — MOMENTOUS WEALTH MANAGEMENT, INC. notice-filed in ID, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — MOMENTOUS WEALTH MANAGEMENT, INC. added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — MOMENTOUS WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — MOMENTOUS WEALTH MANAGEMENT, INC. grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.