Momentum Wealth Planning
Firm details
- Headquarters
- ,
- CRD number
- 331563
- Registered since
- July 25, 2024
- Website
- momentumwealthplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.5%
- Individuals12.29%
- Other1.4%
- Charitable Organizations0.74%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Momentum Wealth Planning is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm is owned by an individual and serves both individual & family and institutional clients. Its revenue model is fee-based, charging a percentage of assets under management. The ADV lists core advisory services as financial planning and portfolio management for individuals, small businesses, and institutions, and also includes pension consulting among its advisory activities. The firm is not identified as a capital allocator and does not describe itself as an active ESG investor. Momentum Wealth Planning also engages in other financial product sales according to its disclosures. It is not designated as a multi-state adviser in the filing, and it is not a newly formed adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds15%
- US Government Bonds11%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2
Blake Flanders
Chief Operating OfficerCRD 7634383
Michelle Mccarthy
Chief Compliance OfficerCRD 7682269
Contacts
1 of 1
David Flanders
Managing DirectorCRD 2052721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$77.2M in ETFs
99%
$76.5M
1%
$695K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $33.1M | 50,720 | 42.85% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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