Taylor A. Vilhauer

MOMENTOUS WEALTH MANAGEMENT

Vancouver, WA 98663

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CRD#: 6094703

Professional summary

Taylor Alan Vilhauer is a registered financial advisor currently at MOMENTOUS WEALTH MANAGEMENT, INC. located in Vancouver, Washington and PURSHE KAPLAN STERLING INVESTMENTS located in Vancouver, Washington.

Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Taylor has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Alan Vilhauer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 11, 2017 - Present

MOMENTOUS WEALTH MANAGEMENT, INC.

Office #1: 300 E. 17th Street, Vancouver, WA 98663

RIA

CRD#: 288429

Vancouver, WA

Current

October 30, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 300 E. 17th Street, Vancouver, WA 98663

CRD#: 35747

Vancouver, WA

Past

March 29, 2013 - October 30, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

VANCOUVER, WA

Past

October 19, 2012 - October 30, 2020

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

VANCOUVER, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOMENTOUS WEALTH MANAGEMENT, INC.

MOMENTOUS WEALTH MANAGEMENT, INC. | SUSTAINABLE WEALTH MANAGEMENT, INC.

CRD#: 288429 / SEC#: 801-110752

RIA

Registered Investment Advisory firm - (7/7/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/30/2020)

Oregon
(10/30/2020)

IAR

Washington
(7/11/2017)

Washington
(10/30/2020)

Wyoming
(11/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/28/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MOMENTOUS WEALTH MANAGEMENT, INC.

MOMENTOUS WEALTH MANAGEMENT, INC. | SUSTAINABLE WEALTH MANAGEMENT, INC.

CRD#: 288429 / SEC#: 801-110752

RIA

Registered Investment Advisory firm - (7/7/2017 Approved)

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Contact information

Main Address

300 E. 17th Street, Vancouver, WA 98663

Mailing Address

Phone number

(360) 597-4570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,154
AUM (Assets Under Management)	$ 356,038,331

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Taylor A. Vilhauer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Alan Vilhauer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MOMENTOUS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/28/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/18/2012

FINRA

Current Firm

MOMENTOUS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOMENTOUS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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