Momentous Wealth Management Employee Directory

Investment ManagementWashington, United States2-10 Employees

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.

Find Momentous Wealth Management employees' phone numbers or email addresses

Momentous Wealth Management Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Momentous Wealth Management's Leadership

  • Stylized image of a person
    T. P.
    Chief Executive Officer And Financial Advisor
    Phone icon
  • Stylized image of a person
    J. B.
    Event Manager/Owner
    Phone icon
  • Stylized image of a person
    N. M.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    T. B.
    Portfolio Administrator
    Phone icon
  • Stylized image of a person
    M. M.
    Client Services
    Phone icon
  • Stylized image of a person
    L. C.
    Certified Financial Planner/Shareholder
    Phone icon
  • Stylized image of a person
    T. V.
    Financial Advisor
    Phone icon

Contact profiles from Momentous Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Event Manager/Owner
    Phone icon
    United States
    Oct 23, 2025
  • Stylized image of a person
    T. P.
    Chief Executive Officer And Financial Advisor
    Phone icon
    Aug 19, 2024
  • Stylized image of a person
    N. M.
    Financial Advisor
    Phone icon
    United StatesOregon
    Nov 12, 2025
  • Stylized image of a person
    T. B.
    Portfolio Administrator
    Phone icon
    United StatesOregon
    Sep 09, 2025
  • Stylized image of a person
    M. M.
    Client Services
    Phone icon
    United StatesOregon
    Oct 26, 2025
  • Stylized image of a person
    L. C.
    Certified Financial Planner/Shareholder
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    T. V.
    Financial Advisor
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Momentous Wealth Management known for?

Minus sign iconPlus sign icon
Momentous Wealth Management was founded in 2004 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 icon
Momentous Wealth Management employees' email format typically follows the pattern of . 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 icon
Momentous Wealth Management has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of December 2025, Momentous Wealth Management's key employees include:

  • Chief Executive Officer And Financial Advisor: T. P.
  • Event Manager/Owner: J. B.
  • Financial Advisor: N. M.
  • Portfolio Administrator: T. B.
  • Client Services: M. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.