MOMENTOUS WEALTH MANAGEMENT, INC.
CRD #288429 SEC #801-110752 VANCOUVER, WA 360-597-4570
SEC Registered
Total AUM
$356M
Discretionary
$349.7M
Employees
5
Clients
0
Accounts
1,154
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $356M | $349.7M | $6.3M | 5 | 0 |
| Feb 2024 | $313.6M | $309.3M | $4.3M | 5 | 0 |
| Oct 2023 | $261.8M | $251.6M | $10.1M | 5 | 0 |
| Feb 2023 | $261.8M | $251.6M | $10.1M | 5 | 0 |
| Mar 2022 | $252.4M | $218.4M | $34.1M | 3 | 0 |
| Mar 2021 | $210.2M | $197.8M | $12.4M | 7 | 0 |
| Jun 2020 | $182.8M | $182.8M | $0 | 7 | 0 |
| May 2020 | $182.8M | $182.8M | $0 | 7 | 0 |
| Mar 2020 | $182.8M | $182.8M | $0 | 7 | 0 |
| Feb 2019 | $143M | $143M | $0 | 6 | 0 |
| Aug 2018 | $110.2M | $110.2M | $0 | 4 | 0 |
| Jan 2018 | $110.2M | $110.2M | $0 | 4 | 0 |
| Nov 2017 | $100.5M | $100.5M | $0 | 3 | 0 |
| Nov 2017 | $83.5M | $83.5M | $0 | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 3 | 0 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
| Jun 2017 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$356M
Discretionary$349.7M
Non-Disc.$6.3M
Employees5
Clients0
DateFeb 2024
Total AUM$313.6M
Discretionary$309.3M
Non-Disc.$4.3M
Employees5
Clients0
DateOct 2023
Total AUM$261.8M
Discretionary$251.6M
Non-Disc.$10.1M
Employees5
Clients0
DateFeb 2023
Total AUM$261.8M
Discretionary$251.6M
Non-Disc.$10.1M
Employees5
Clients0
DateMar 2022
Total AUM$252.4M
Discretionary$218.4M
Non-Disc.$34.1M
Employees3
Clients0
DateMar 2021
Total AUM$210.2M
Discretionary$197.8M
Non-Disc.$12.4M
Employees7
Clients0
DateJun 2020
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2020
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$182.8M
Discretionary$182.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2017
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0