Momentum Wealth Management
Firm details
- Headquarters
- Orem, Utah
- CRD number
- 343428
- Registered since
- August 27, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Momentum Wealth Management is a Limited Liability Company that registered with the SEC in 2026 and is owned by an individual. The firm describes itself as a capital allocator and is newly formed. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and selecting other advisers. Compensation is a mix of percentage-of-AUM and fixed fees. Momentum is not identified as an active ESG investor and does not appear to operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Nicolas Pesci
Founder & CEOCRD 5844843
Contacts
1 of 1
John Clement
Investment Advisory RepresentativeCRD 7696591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orem, UT
Utah
Location
Orem, UT
Headquartered in Orem, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 849 N 900 W
- Time zone
- MT (UTC-7)
- Office locations
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