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 SEC-registered advisory firm organized as an LLC and registered in 2024. The firm is owner-operated and serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions; the firm also lists pension consulting among its advisory activities. Compensation is primarily fee-based, charged as a percentage of assets under management. Momentum Wealth Planning does not identify itself as an active ESG investor.
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 11Active vs passive
$100M in ETFs
91%
$91.8M
1%
$8.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $37.2M | 49,699 | 37.06% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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