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Taylor Alan Vilhauer

Momentous Wealth Management, Inc.

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About Taylor Alan Vilhauer

Taylor Alan Vilhauer is an investment advisor representative at Momentous Wealth Management, Inc. based in Vancouver, Washington. Taylor has been in the financial services industry since 2012 and has a Series 66, Series 7, and SIE license. Taylor has previously worked at KMS Financial Services, Inc. in Vancouver, Washington. Taylor's main focus areas are financial planning, pension consulting, and selection of other advisers. Taylor provides investment advisory services to individuals, businesses, and high net worth individuals.

Firm Information

Taylor Vilhauer is currently registered with Momentous Wealth Management, Inc.. Momentous Wealth Management, Inc. is a registered investment advisor located in Vancouver, WA. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately $313,583,143 in assets for 1,049 clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
Momentous Wealth Management, Inc.

300 E. 17TH STREET

VANCOUVER, WA 98663

$313.58M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Taylor Vilhauer’s Registration & Firm History

WA

07/11/2017 - Present

Momentous Wealth Management, Inc. (VANCOUVER WA)

WA

10/19/2012 - 10/30/2020

KMS FINANCIAL SERVICES, INC. (VANCOUVER WA)

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Licenses & Designations

BOTH

Issued 03/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor Alan Vilhauer.
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