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MOMENTUM WEALTH PLANNING
MOMENTUM WEALTH PLANNING, LLC
CRD 331563 · SEC 801-130666
NY, United States
Phone
919-323-4219
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$204.5M
Discretionary AUM
$204.5M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $25.1M |
| High net worth individuals | 49 | $174.9M |
| Charitable organizations | 2 | $1.5M |
| Corporations/business entities | 3 | $149K |
States served
NY, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD