Momentum Wealth Management

Overview

Momentum Wealth Management is a newly formed limited liability company that registered with the SEC in 2026. The firm is individually owned and positions itself as a capital allocator serving individuals and small businesses through fee arrangements that include a percentage of assets under management and fixed fees. Core advisory services called out in the firm’s profile are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Momentum reports it is not an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting or operate as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices