Momentous Wealth Management, Inc.
- Regulatory AUM
- $410M
- Discretionary
- $399M
- Clients
- 492
- Avg AUM / client
- $833K
- Accounts
- 1,138
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 338 | $72.8M | 17.7% |
| High net worth individuals | 154 | $292M | 71.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $43.2M | 10.5% |
| Charitable organizations | Fewer than 5 clients | $1.0M | 0.25% |
| Corporations and other businesses | Fewer than 5 clients | $1.0M | 0.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wellons Group, Inc. Profit Sharing Plan And Trust Wellons Group, Inc. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Linde Elise Carroll | Managing Member & Chief Compliance Officer | CFP | Jun 2017 (9y) | Less than 5% |
| Todd Walter Pisarczyk | Managing Member | Jun 2017 (9y) | 75% or more | |
| Taylor Alan Vilhauer | Registered representative | Jul 2017 (9y) | ||
| Nikolas Isaak Miner | Registered representative | Aug 2022 (4y) | ||
| Taren Bennett | Registered representative | Jan 2025 (2y) | ||
| Aiden D Pisarczyk | Registered representative | Jun 2025 (1y) | ||
| Savanna Riley Pitman | Registered representative | Feb 2026 (0y) | ||
| Brayden William Disbrow | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wellons Group, Inc. Profit Sharing Plan And Trust | Wellons Group, Inc. | 164 | $45.5M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $410M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗