MOMENTOUS WEALTH MANAGEMENT, INC.

CRD 288429File 801-110752

APPROVED

Retail clients

Custody

Filing as of Jul 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$409.9M

Below cohort median (national)

Discretionary AUM

$399.3M

Non-discretionary $10.6M

Clients

492

1,138 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jul 7, 2017
Principal office: 300 E. 17TH STREET, VANCOUVER, WA, 98663
Phone: 360-597-4570
Website: https://www.linkedin.com/in/todd-pisarczyk-26424a5

Assets & accounts

ADV Item 5F

Total regulatory AUM: $409.9M
Discretionary AUM: $399.3M
Non-discretionary AUM: $10.6M
Discretionary accounts: 1,115
Non-discretionary accounts: 23
Total accounts: 1,138
AUM per client: $833K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.0M
Charitable organizations	Fewer than 5	$1.0M
High net worth individuals	154	$291.9M
Pension and profit sharing plans	Fewer than 5	$43.2M
Individuals (other than high net worth individuals)	338	$72.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.