CRD: 288429
Momentous Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-07-2017
- Office Locations
- 1
Office Locations
About Momentous Wealth Management, Inc.
Momentous Wealth Management is a Vancouver, WA wealth management firm providing personalized financial planning and investment guidance for individuals and families navigating major life milestones. The team brings 20+ years of experience and supports long-term portfolio construction using vehicles such as ETFs and mutual funds. A differentiator for distribution teams: they also run the Momentous Wealth Podcast on finance and investing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD WALTER PISARCZYK
Managing Member
- CRD
- #3214333
- Ownership
- 75% or more
LINDE ELISE CARROLL
Chief Compliance Officer, Managing Member
- CRD
- #5905398
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Taren Bennett
--
- CRD
- #7445022
Brayden William Disbrow
--
- CRD
- #8275634
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,329,700 | $358,143 |
| Non-Discretionary | $10,607,849 | $461,211 |
| Total | $409,937,549 | $360,226 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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