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| Happy Holidays!! thanks for using AUM13F!! |
| Momentous Wealth Management Inc
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| CRD # | 288429 |
| SEC # | 801-110752 |
| CIK # | 0002055574 |
| AUM | $356.0 M (2025-03-24) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 360-597-4570 |
| Address | 300 E 17th Street Vancouver, WA 98663 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055574 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Microsoft Corp | 2.4 | ||
| CVB Financial Corp | 2.3 | ||
| Nvidia Corp | 1.7 | ||
| Amazon Com Inc | 0.8 | ||
| Facebook Inc | 0.7 | ||
| Parker Hannifin Corp | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.7 | ||
| Exxon Mobil Corp | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| VISA Inc | 0.4 | ||
| General Dynamics Corp | 0.4 | ||
| Home Depot Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Netflix Inc | 0.3 | ||
| Tesla Motors Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 70.7 |
| (b) Individuals (high net worth individuals) | 129 | 237.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 45.6 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,154 | 356.0 |
| By Discretionary | ||
| Discretionary | 1,132 | 349.7 |
| Non-Discretionary | 22 | 6.3 |
| Total | 1,154 | 356.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 355.0 | |
| Total | 1,154 | 356.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055574] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lumbard & Kellner LLC
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|
NH | 0.4 |
|
Marin Wealth Advisors LLC
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|
CA | 0.4 |
|
Naples Wealth Planning LLC
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|
FL | 0.4 |
|
Avisen Advisors LLC
✚
|
CA | 0.4 |
|
Bellevue Asset Management LLC
✚
|
WA | 0.4 |
|
Alpha Wealth Management and Planning LLC
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|
CA | 0.4 |
|
Proquility Private Wealth Partners LLC
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|
0.4 | |
|
Hillcrest Wealth Advisors - NY LLC
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|
NJ | 0.4 |
|
Paskin & Berler Capital Advisors LLC
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|
0.4 | |
|
Paragon Private Wealth Management LLC
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|
KY | 0.4 |