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MOMENT PRIVATE WEALTH

MOMENT PRIVATE WEALTH, LLC

CRD 313223 · SEC 801-129592

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2 CITYPLACE DRIVE, 2ND FLOOR, SAINT LOUIS, MO, 63141, United States

Phone

(636) 591-1050

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$357.2M

Discretionary AUM

$357.2M

Team

7 total employees; 6 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals40$12.1M
High net worth individuals65$345.1M

States served

CA, IL, LA, NE, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD