DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M•••••••• W••••• M••••••••• I•••
Latest filing Jul 8, 2026
First filing on the tape Jun 2, 2017 · 23 filings
SEC status approved since Jul 7, 2017
RAUM
$410M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
89%
$365M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$51.2M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$410M as of Jul 8, 2026
Jan 24, 2018$110M then
HNW client RAUM$292M as of Jul 8, 2026
Jan 24, 2018$81.0M then
State-registered IARs (5.B.3)7 as of Jul 8, 2026
Jan 24, 20183 then
Employees (5.A)7 as of Jul 8, 2026
Jan 24, 20184 then
Private funds: no history
RAUM +15% over the last fiscal year+16% a year over threeIARs 5 to 7offices 0 to 3
Practice profile
derived from the filing of Jul 8, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $51.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 62derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $360,226derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 2.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +40%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $215M, 577 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$292M71%
- Individuals$72.8M18%
- Pension and profit-sharing plans$43.2M11%
- Charitable organizations$1.0M0.2%
- Corporations and businesses$1.0M0.2%
- Individual clients
- 338reported
- HNW clients
- 154reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,138reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $215M for 577 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L•••• E•••• C••••••Certified Financial Planner | Vancouver, Wa | Jul 11, 2017 | 16 y | 1 |
| T••••• A••• V••••••• | Vancouver, Wa | Jul 11, 2017 | 13 y | 1 |
| T••• W••••• P•••••••• | Vancouver, Wa | Jul 11, 2017 | 22 y | 3 |
| N•••••• I•••• M•••• | Vancouver, Wa | Aug 16, 2022 | 10 y | 1 |
| T•••• B•••••• | Vancouver, Wa | Jan 13, 2025 | 14 y | 0 |
| A•••• D• P•••••••• | Vancouver, Wa | Jun 13, 2025 | 12 y | 0 |
| S•••••• R•••• P••••• | Vancouver, Wa | Feb 2, 2026 | 10 y | 0 |
| B•••••• W•••••• D•••••• | Vancouver, Wa | Jul 8, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- J••••• J•••• C•••••• to C••••••••• W••••• M••••••••• C••••Dec 22, 2021 · RIA to RIA
Joined, latest
- N•••••• I•••• M•••• from A••••••••• F•••••••• S•••••••• L••Aug 16, 2022 · Affiliated broker-dealer or bank to independent RIA
- L•••• E•••• C•••••• from K•• F•••••••• S•••••••• I••Jul 11, 2017 · Other
- T••••• A••• V••••••• from K•• F•••••••• S•••••••• I••Jul 11, 2017 · Other
- T••• W••••• P•••••••• from S••••••••• W••••• M••••••••• L••Jul 11, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from K•• F•••••••• S•••••••• I••Oct 30, 2020 · Vancouver, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••••• L••••• E•••• · Managing Member & Chief Compliance Officercontrolsince 06/2017 · owns less than 5%
- P••••••••• T•••• W••••• · Managing Membercontrolsince 06/2017 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Vancouver, Wa · principal | 8 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,154 to 1,138Mar 24, 2025 to Mar 25, 2026
- Advisory employees · 5 to 7Mar 24, 2025 to Mar 25, 2026
- BD registered reps · 4 to 2Mar 24, 2025 to Mar 25, 2026
- HNW clients · 129 to 154Mar 24, 2025 to Mar 25, 2026
- Individual clients · 326 to 338Mar 24, 2025 to Mar 25, 2026
- Assets in custody · $224M to $215MMar 24, 2025 to Mar 25, 2026
- Employees · 5 to 7Mar 24, 2025 to Mar 25, 2026
- Financial planning clients · 0 to 1-10Mar 24, 2025 to Mar 25, 2026
- State-registered IARs · 5 to 7Mar 24, 2025 to Mar 25, 2026
- Other offices · 0 to 3Mar 24, 2025 to Mar 25, 2026
- Discretionary RAUM · $350M to $399MMar 24, 2025 to Mar 25, 2026
- HNW RAUM · $238M to $292MMar 24, 2025 to Mar 25, 2026
- Individual RAUM · $70.7M to $72.8MMar 24, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $6.3M to $10.6MMar 24, 2025 to Mar 25, 2026
- Pension RAUM · $45.6M to $43.2MMar 24, 2025 to Mar 25, 2026
- RAUM · $356M to $410MMar 24, 2025 to Mar 25, 2026
- Accounts · 1,049 to 1,154Feb 29, 2024 to Mar 24, 2025
- BD registered reps · 3 to 4Feb 29, 2024 to Mar 24, 2025
- HNW clients · 118 to 129Feb 29, 2024 to Mar 24, 2025
- Individual clients · 301 to 326Feb 29, 2024 to Mar 24, 2025
- Assets in custody · $170M to $224MFeb 29, 2024 to Mar 24, 2025
- Financial planning clients · 0 to 0Feb 29, 2024 to Mar 24, 2025
- State-registered IARs · 4 to 5Feb 29, 2024 to Mar 24, 2025
- Discretionary RAUM · $309M to $350MFeb 29, 2024 to Mar 24, 2025
- HNW RAUM · $206M to $238MFeb 29, 2024 to Mar 24, 2025
- Individual RAUM · $60.7M to $70.7MFeb 29, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $4.3M to $6.3MFeb 29, 2024 to Mar 24, 2025
- Pension RAUM · $43.9M to $45.6MFeb 29, 2024 to Mar 24, 2025
- RAUM · $314M to $356MFeb 29, 2024 to Mar 24, 2025
- Accounts · 992 to 1,049Oct 9, 2023 to Feb 29, 2024
- BD registered reps · 2 to 3Oct 9, 2023 to Feb 29, 2024
- Business name · S••••••••• W••••• M••••••••• I••• to M•••••••• W••••• M••••••••• I•••Oct 9, 2023 to Feb 29, 2024
- HNW clients · 102 to 118Oct 9, 2023 to Feb 29, 2024
- Individual clients · 299 to 301Oct 9, 2023 to Feb 29, 2024
- Assets in custody · $100.0M to $170MOct 9, 2023 to Feb 29, 2024
- Legal name · S••••••••• W••••• M••••••••• I••• to M•••••••• W••••• M••••••••• I•••Oct 9, 2023 to Feb 29, 2024
- Discretionary RAUM · $252M to $309MOct 9, 2023 to Feb 29, 2024
- HNW RAUM · $162M to $206MOct 9, 2023 to Feb 29, 2024
- Individual RAUM · $58.9M to $60.7MOct 9, 2023 to Feb 29, 2024
- Non-discretionary RAUM · $10.1M to $4.3MOct 9, 2023 to Feb 29, 2024
Signals
2 dated events
- Alan Taylor Vilhauer (Managing Member) no longer on Schedule A of M•••••••• W••••• M••••••••• I••• (listed 2018-08-30, absent 2019-02-25)Feb 25, 2019 · Control person left · inference
- S••••••••• W••••• M••••••••• I••• filed its initial SEC registration (Form ADV)Jun 2, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@momentouswealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 360-828-5431reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 360-597-4570reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- M••••••••WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 360-597-4570reportedpublic record, Form ADV, Jul 8, 2026
- Contact form
- MOMENTOUSWEALTH.COM/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- MOMENTOUSWEALTH.COM/meet-our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $51.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026