Momentous Wealth Management

Investment Management • Vancouver, Washington, United States • 1-10 Employees

Company overview

Headquarters	300 E 17th Street, Vancouver, WA 98663, US
Phone number	+13605974570
Website	momentouswealth.com
NAICS	5231
Keywords	Wealth Management, Financial Planning, Investment Management, Socially Responsible Investing
Founded	2004
Employees	1-10
Socials

Key Contact at Momentous Wealth Management

Todd Pisarczyk

Ceo And Financial Advisor

Momentous Wealth Management Email Formats

Momentous Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@sustainablewealthmgt.com), used 77.8% of the time.

Format	Example	Percentage
{first initial}	j@sustainablewealthmgt.com	100%

About Momentous Wealth Management

Since 2004, Sustainable Wealth Management (SWM) has focused on creating the best possible client experience. Specializing in the primary services of investment management, wealth management, and socially responsible investing, our investment professionals can create a portfolio that aligns with both your resources and your values. Independent, client-centered, and dedicated to your unique goals, Sustainable Wealth Management is truly invested in you. For more info, head to our website, www.sustainablewealthmgt.com.

Momentous Wealth Management revenue & valuation

Annual revenue	$5,600,000
Revenue per employee	$934,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$18,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Momentous Wealth Management has 5 employees across 1 departments.

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Number of employees

Funding Data

Momentous Wealth Management has never raised funding before.

Momentous Wealth Management Tech Stack

Discover the technologies and tools that power Momentous Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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jQuery CDN

CDN

reCAPTCHA

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Swiper

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Afterpay

Buy now pay later

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Stimulus

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HSTS

Security

Adobe Fonts

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Salesforce

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Squarespace Commerce

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Frequently asked questions

Momentous Wealth Management is located in Vancouver, Washington, US.

You can reach Momentous Wealth Management at +13605974570.

Momentous Wealth Management was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Momentous Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Momentous Wealth Management

Todd Pisarczyk

Ceo And Financial Advisor

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