This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$410MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$399M

Private client RAUM

$365MderivedItem 5.D individuals plus high net worth individuals

Private client share

89%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$51.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

7

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1,138

Individual clients

338

High net worth clients

154

Custody, client assets

$215M

SEC number

801-110752

CRD

288429

Filings on the tape

23

First filed

Jun 2, 2017

Latest filed

Jul 8, 2026

Organised

Corporation, WA

• Occurred

  Feb 25, 2019
  Control person left

  Alan Taylor Vilhauer (Managing Member) no longer on Schedule A of Momentous Wealth Management, Inc. (listed 2018-08-30, absent 2019-02-25)

  Form ADVobserved 4 days ago
• Occurred

  Jun 2, 2017
  First Form ADV filing

  Sustainable Wealth Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e989e32a-933d-649d-6755-b496bd72d427

First observed

Jun 2, 2017

Last observed

Jul 8, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.