MOMENTUM WEALTH MANAGEMENT

Overview

Momentum Wealth Management is a small, independent registered investment adviser that focuses on individual and family clients. The firm combines financial planning with discretionary portfolio management for both private individuals and small businesses, and it also provides advisory services to business or institutional clients. Its business model includes insurance brokerage, which complements its advisory work and creates a pathway to distribute annuity products alongside managed portfolios. Investment activity centers on liquid equity exposure through exchange-traded instruments together with access to third-party alternative fund managers. Fee arrangements are mixed—percentage of assets under management, fixed fees and commission-based revenue—so client engagements vary from ongoing advisory relationships to transaction or product-specific work. The firm’s client base and product mix indicate a tailored, high-touch approach appropriate for high-net-worth households that require both investment management and insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices