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Momentous Wealth Management Employee Directory

Investment ManagementWashington, United States2-10 Employees

Momentous Wealth Management is an investment management firm based in Vancouver, Washington. It offers investment management and wealth management services, with an emphasis on socially responsible investing. The firm positions itself as independent and client-centered, tailoring strategies to individual goals and resources. With a small team, it focuses on delivering personalized guidance. In May 2024, Momentous Wealth Management was recognized by USA TODAY as one of the 500 Best Financial Advisory Firms in the United States, ranking 52nd. The company operates in the investment management sector and serves clients seeking guidance aligned with their financial means and values.

Find Momentous Wealth Management employees' phone numbers or email addresses

Momentous Wealth Management Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Momentous Wealth Management's Leadership

  • Chief Executive Officer And Financial Advisor at Momentous Wealth Management
    T. P.
    Chief Executive Officer And Financial Advisor
    Mobile Phone
  • Certified Financial Planner/Shareholder at Momentous Wealth Management
    L. C.
    Certified Financial Planner/Shareholder
    Mobile Phone
  • Financial Advisor at Momentous Wealth Management
    T. V.
    Financial Advisor
    Mobile Phone

Momentous Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Momentous Wealth Management

Name
Title
Contact
Location
Last Update
  • Certified Financial Planner/Shareholder at Momentous Wealth Management
    L. C.
    Certified Financial Planner/Shareholder
    Mobile Phone
    Oct 16, 2024
  • Financial Advisor at Momentous Wealth Management
    T. V.
    Financial Advisor
    Mobile Phone
    Jun 03, 2026
  • Chief Executive Officer And Financial Advisor at Momentous Wealth Management
    T. P.
    Chief Executive Officer And Financial Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Momentous Wealth Management known for?

Minus sign iconPlus sign iconMomentous Wealth Management was founded in 2004 and operates in the Investment Management industry. Explore Momentous Wealth Management's company overview page for more information.

What is Momentous Wealth Management's most common email format?

Minus sign iconPlus sign iconMomentous Wealth Management employees' email format typically follows the pattern of First@sustainablewealthmgt.com. Trying to find reliable and up-to-date employee contact data? Find more Momentous Wealth Management email formats with LeadIQ.

How many employees does Momentous Wealth Management have currently?

Minus sign iconPlus sign iconMomentous Wealth Management has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Momentous Wealth Management's key employees and leadership?

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As of August 2026, Momentous Wealth Management's key employees include:

  • Chief Executive Officer And Financial Advisor: T. P.
  • Certified Financial Planner/Shareholder: L. C.
  • Financial Advisor: T. V.

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