MOMENTUM WEALTH MANAGEMENT

Overview

Momentum Wealth Management is an independent, individual-owned registered investment adviser that serves primarily individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity shows a clear bias toward public equities: the firm concentrates most client capital in exchange-traded securities and uses custodial platforms that support active trading and ETF-based allocations. Momentum does not present itself as an active ESG investor and is not positioned as a multi-state advisory network. The firm’s business activities include traditional advisory work alongside an insurance affiliation, which suggests client solutions can incorporate insurance-based products as part of financial planning. Client relationships appear focused on wealth accumulation and portfolio management rather than pension consulting or institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices