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MOMENTUM WEALTH MANAGEMENT
MOMENTUM WEALTH MANAGEMENT LLC
CRD 295689
1201 FRONT AVE., SUITE N, COLUMBUS, GA, 31901, United States
Phone
(706) 842-2400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.6M
Discretionary AUM
$64.6M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 252 | $43.9M |
| High net worth individuals | 17 | $20.3M |
All web addresses on file
Official SEC filing: View on IAPD