Moment Private Wealth

RIASEC RegisteredEst. 2024

Total AUM

$357M

Discretionary

$357M

100% of AUM

Avg account

$497K

Accounts

719

Employees

7

Advisory reps

6

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 313223
Registered since: February 29, 2024
Website: www.momentprivatewealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI96.62%
Individuals3.38%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Moment Private Wealth is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides fee-based services (percentage of AUM and fixed fees) anchored in financial planning and portfolio management for individuals and small businesses. Its advisory scope, as reported, also includes selection of other advisers and pension consulting services. Moment Private Wealth does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds67%
Exchange Traded Equities13%
Cash & Cash Equivalents13%
State & Local Bonds4%
US Government Bonds1%

Contacts

3 of 6

Luke Turner
Founder & PartnerCRD 6486767
Scott Morrison
Wealth AdvisorCRD 6855518
Jacob Turner
Founding PartnerCRD 7286504

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 2 Cityplace Dr
Time zone: CT (UTC-6)
Office locations

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