# Momentous Wealth Management

> Momentous Wealth Management (iPhone/iPad app by Sustainable Wealth Management Inc.)

- Source: https://appshunter.io/ios/app/momentous-wealth-management/id6743862297 (this page in markdown: same URL + `.md`)
- Developer: [Sustainable Wealth Management Inc](https://appshunter.io/developer/1804971197)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: English
- Released: 2025-03-27
- Data updated: 2026-07-23
- User reviews in markdown: https://appshunter.io/ios/app/momentous-wealth-management/id6743862297/reviews.md

## What is Momentous Wealth Management?

The Momentous Wealth Management mobile app allows clients to easily and securely view their account information, financial plan, and documents.


## Version history (last 3 releases)

### 5.23.0 — 2026-07-19

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-03-27

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-23.*