Momentum Wealth Strategies

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.

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Public Holdings

Investments & Alternatives

Location & Offices