LeadIQ logo
Learn more at LeadIQ.com
Momentous Wealth Management logo

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
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Momentous Wealth Management's Leadership

  • Stylized image of a person
    T. P.
    Chief Executive Officer And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. C.
    Certified Financial Planner/Shareholder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. V.
    Financial Advisor
    Phone icon
    Mobile Phone

Momentous Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Momentous Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. P.
    Chief Executive Officer And Financial Advisor
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    L. C.
    Certified Financial Planner/Shareholder
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    T. V.
    Financial Advisor
    Phone icon
    Mobile Phone
    Jun 03, 2026

Frequently Asked Questions

What is Momentous Wealth Management known for?

Minus sign iconPlus sign iconMomentous 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 iconMomentous 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 iconMomentous Wealth Management has approximately 9 employees as of July 2026. 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 July 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.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.