MOMENTUM WEALTH PLANNING, LLC
Doing business as MOMENTUM WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$204,544,381
Discretionary
$204,544,381
Non-discretionary
$0
Firm details
- CRD number
- 331563
- SEC file number
- 801-130666
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.