Taren Bennett
Investment adviser representative at Momentous Wealth Management, Inc.
9 yearsExperience
1 stateRegistered in
$409.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Momentous Wealth Management, Inc.Sep 2021 to now
- Aldrich WealthJul 2021 to Sep 2021
- University of PortlandJul 2017 to Jul 2021
- U.S. ArmyJun 2012 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
Momentous Wealth Management, Inc.
$409.9MAssets managed
492Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7445022
- Firm CRD
- 288429