Momentum Wealth Strategies
Firm details
- Headquarters
- ,
- CRD number
- 334046
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.55%
- Individuals24.01%
- Pension & Profit Sharing Plans15.42%
- Corporations / Businesses1.01%
- Other0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Momentum Wealth Strategies is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm bills on a percentage-of-AUM basis and functions as a capital allocator, including the selection of outside managers as part of its offering. Core advisory services listed by the firm include Financial Planning Services, Portfolio Management for Individuals and Small Businesses, Pension Consulting Services, and the Selection of Other Advisers. The firm does not identify itself as an active ESG investor and is not reported as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents8%
- Exchange Traded Equities3%
- Other3%
- US Government Bonds2%
Contacts
1 of 1
Benjamin Miller
Registered RepresentativeCRD 4180866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Tax Advantage Advisors, Inc.
RIAOverland Park, KS
Ventoux Financial Advisors, LLC
RIANormandy Capital Management, LLC
RIALakewood, CO
Tri-Star Advisors, Inc.
RIAHouston, TX
KAY Investments, Inc.
RIAAlpha Capital LLC
RIALubbock, TX