Momentum Wealth Strategies

RIASEC Registered
Total AUM
$67.9M
Discretionary
$57.5M
85% of AUM
Avg account
$424K
Accounts
160
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
334046
Fee structure
Percentage of AUM
Client types
  • HNWI59.55%
  • Individuals24.01%
  • Pension & Profit Sharing Plans15.42%
  • Corporations / Businesses1.01%
  • Other0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Momentum Wealth Strategies is an independent registered investment adviser operating as a single-office corporation with an individual owner. The firm serves a mix of high‑net‑worth individuals, families and institutional clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-type work and the selection of outside advisers when needed. Investment activity centers on liquid, exchange‑traded equity exposures as the core allocation. Momentum Wealth Strategies acts as a capital allocator for client portfolios, constructing portfolios primarily from separately managed account (SMA) strategies and exchange‑traded instruments. The firm does not position itself as an ESG specialist and is not structured as a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Benjamin Miller

    Benjamin Miller

    Registered RepresentativeCRD 4180866

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth