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MOMENTUM PRIVATE WEALTH MANAGEMENT
MOMENTUM PRIVATE WEALTH MANAGEMENT LLC
CRD 305502
1900 CYPRESS CREEK RD., SUITE 100, CEDAR PARK, TX, 78613, United States
Phone
512-416-8085
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.5M
Discretionary AUM
$71.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $17.9M |
| High net worth individuals | 28 | $53.6M |
All web addresses on file
Official SEC filing: View on IAPD