Momentum Wealth Management

Overview

Momentum Wealth Management operates as an independently owned registered investment adviser organized as a limited liability company. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management geared toward individual clients and small-business owners. Their fee model is mixed: they charge a percentage of assets under management and also use hourly and fixed-fee arrangements for certain engagements. The firm is not positioned as a capital allocator to separate managers and does not identify as an ESG-focused or multi-state adviser. FINTRX notes an industry affiliation with an insurance company, which can influence product choices and distribution of insurance-backed solutions alongside traditional advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives