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MOMENTOUS WEALTH MANAGEMENT, INC.

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Company Details

Legal Name: MOMENTOUS WEALTH MANAGEMENT, INC.
Jurisdiction: WASHINGTON
Entity Type: WA PROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: December 16th 2004
Expiration date: 31 Dec 2025
UBI Number: 602 454 867
ZIP code: 98663
City: Vancouver
County: CLARK
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 300 E 17TH ST, VANCOUVER, WA, 98663-3472, UNITED STATES

Contact Details

E-Mail: TODD@MOMENTOUSWEALTH.COM
Phone Number: +1 360-597-4570

Nature of Business

PROVIDE INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES TO INDIVIDUALS AND SMALL TO MEDIUM SIZE BUSINESSES

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Registered Agent Information

Name Role Address
MICHAEL W. BORTZ Registered Agent 805 BROADWAY ST STE 1000, VANCOUVER, WA, 98660-3343, UNITED STATES

Key Officers & Management

Name Role
KRISTY PISARCZYK Governing Person
TODD PISARCZYK Governing Person

Central Index Key

CIK number:
0002055574
Phone:
360-597-4570

Latest Filings

Form type:
13F-HR
File number:
028-24932
Filing date:
2025-05-08
File:
Form type:
13F-HR
File number:
028-24932
Filing date:
2025-02-12
File:

Form 5500 Series

Employer Identification Number (EIN):
201915676
Plan Year:
2024
Number Of Participants:
8
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
TODD(Plan administrator)
Plan Year:
2023
Number Of Participants:
10
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
TODD PISARCZYK(Plan administrator)
Plan Year:
2022
Number Of Participants:
9
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
TODD PISARCZYK(Plan administrator)
Plan Year:
2021
Number Of Participants:
9
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
TODD PISARCZYK(Plan administrator)
Plan Year:
2021
Number Of Participants:
9
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
TODD PISARCZYK(Plan administrator)

History

Type Old value New value Date of change
Name change SUSTAINABLE WEALTH MANAGEMENT, INC. MOMENTOUS WEALTH MANAGEMENT, INC. 2023-10-04

Paycheck Protection Program

Jobs Reported:
8
Initial Approval Amount:
$90,692
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$90,692
Race:
White
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$91,832.6
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $66,260
Utilities: $950
Rent: $13,000
Healthcare: $10482
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