MOMENT PRIVATE WEALTH
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 313223
- Registered since
- February 29, 2024
- Website
- www.momentprivatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.62%
- Individuals3.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Moment Private Wealth is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and positions itself as a capital allocator serving individual and family clients. Its fee model combines AUM-based billing with fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities13%
- Cash & Cash Equivalents13%
- State & Local Bonds4%
- US Government Bonds1%
Contacts
3 of 6Scott Morrison
Wealth AdvisorCRD 6855518
ALEX FLAUGHER
Director of OperationsCRD 6553051
Brendan Fraleigh
Wealth StrategistCRD 7652093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 2 Cityplace Dr
- Time zone
- CT (UTC-6)
- Office locations
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