MOMENT PRIVATE WEALTH, LLC
Doing business as MOMENT PRIVATE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$357,162,296
Discretionary
$357,162,296
Non-discretionary
$0
Firm details
- CRD number
- 313223
- SEC file number
- 801-129592
- Main office
- SAINT LOUIS, MO, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.