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MOMENTUM WEALTH MANAGEMENT

MOMENTUM WEALTH MANAGEMENT LLC

CRD 333902

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191 WAUKEGAN RD., SUITE 350, NORTHFIELD, IL, 60093, United States

Phone

847-418-8820

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$24.3M

Discretionary AUM

$24.3M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals7$2.8M
High net worth individuals9$16.4M

All web addresses on file

Official SEC filing: View on IAPD