MOMENT ADVISORS, LLC
CRD 325262 · SEC 801-135805
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
395 HUDSON STREET, FLOOR 10, NEW YORK, NY, 10014, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$56.3M
Discretionary AUM
$56.3M
Team
6 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
—
Fees
Percentage of AUM; SWEEP PROGRAM REVENUE FROM APEX
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Corporations/business entities | 25 | $56.3M |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, CT, VT, SD, HI, FL
All web addresses on file
Official SEC filing: View on IAPD