Linde Carroll
Momentous Wealth Management · Vancouver, Washington
Linde Carroll is a fee-only financial advisor at Momentous Wealth Management in Vancouver, Washington, who holds the CFP credential. Momentous Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Momentous Wealth Management |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $409.9M across 1,138 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 5905398 |
| Exams passed | Series 66 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.momentouswealth.com |
| Profile |
How Linde's firm compares
- Momentous Wealth Management's average account is about $360,000, from its Form ADV (assets managed divided by 1,138 accounts).
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Questions about Linde
Is Linde Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Linde holds no broker registration, and Momentous Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Linde charge for financial advice?
Linde's firm, Momentous Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Linde Carroll based?
Linde Carroll is based in Vancouver, Washington.
What credentials does Linde Carroll hold?
Linde Carroll holds the CFP credential.
Is Linde Carroll registered with the SEC?
Yes. Linde Carroll is registered as an investment adviser representative in TX and WA (CRD 5905398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Momentous Wealth Management manage?
Momentous Wealth Management reports $409.9M across 1,138 accounts in assets under management.
How do I contact Linde Carroll?
Through Linde's website, www.momentouswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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