MOMENTUM PRIVATE WEALTH MANAGEMENT

Overview

Momentum Private Wealth Management is an independent, individual-owned RIA focused on serving high-net-worth individuals and families. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its compensation model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and one-off planning or consulting assignments. Investment activity centers on pooled public funds as the primary building blocks of client portfolios, with a secondary emphasis on structured products such as annuities for income and risk-transfer needs. The firm reports no active ESG investing program and is not structured as a multi-state or related adviser. Momentum Private Wealth Management does not act as a capital allocator, instead relying on third-party managers where alternatives are used.

Assets & Accounts

Investments & Alternatives

Location & Offices