Todd Pisarczyk
Momentous Wealth Management · Vancouver, Washington
Todd Pisarczyk is a fee-only financial advisor at Momentous Wealth Management in Vancouver, Washington. Momentous Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Todd →
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 |
| SEC registration | Investment adviser representative in TX, WA · CRD 3214333 |
| Exams passed | Series 66 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.momentouswealth.com |
| Profile |
How Todd's firm compares
- Momentous Wealth Management's average account is about $360,000, from its Form ADV (assets managed divided by 1,138 accounts).
Request an introduction to Todd
Tell Todd a little about what you're looking for. Todd isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Todd
Is Todd Pisarczyk a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?
Todd's firm, Momentous Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Todd Pisarczyk based?
Todd Pisarczyk is based in Vancouver, Washington.
Is Todd Pisarczyk registered with the SEC?
Yes. Todd Pisarczyk is registered as an investment adviser representative in TX and WA (CRD 3214333), 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 Todd Pisarczyk?
Through Todd'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.
See something wrong? Request a correction. Read our methodology.