Moma International

RIASEC Registered

Total AUM

$22.4M

Discretionary

0% of AUM

Avg account

$498K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Porto Alegre Rio Grande Do Sul,
CRD number: 335820
Registered since: June 4, 2025
Custodians: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other60.73%
Individuals23.19%
HNWI13.42%
Corporations / Businesses2.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Moma International is structured as a corporation operating as an independent registered investment adviser. The firm registered with the SEC in 2025 and is owned by an individual. Its client mix includes both high-net-worth individuals and families as well as institutional clients. Core advisory services are financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and delivery of educational seminars and workshops. The firm’s stated business model uses a mix of fee approaches: percentage-of-AUM billing alongside fixed fees and performance-based fee arrangements. Moma International does not present itself as an ESG-focused manager, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.