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Momentous Wealth Management
Momentous Wealth Management, Inc. is an SEC-registered investment adviser in Vancouver, WA, registered since 2017. The firm manages $410 million in assets,...
Overview
Momentous Wealth Management, Inc. is an SEC-registered investment adviser in Vancouver, WA, registered since 2017. The firm manages $410 million in assets, with $399 million on a discretionary basis. It has 7 employees and 7 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Which sectors or asset classes does Momentous Wealth Management target?
The firm has disclosed no information about its investment strategy, sector preferences, or asset-class allocation. No portfolio holdings, direct deals, or fund commitments are publicly attributed to the entity.
Does Momentous Wealth Management participate in fund commitments or only direct deals?
Its deal-structuring posture is unknown. No fund commitments, co-investments, or direct transactions are on the public record, and the firm has not published any investment criteria or case studies.
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