MOMENTUM WEALTH MANAGEMENT
Company Profile
| AUM* | 88,975,500 109% |
| of that, discretionary | 88,975,500 109% |
| Number of Employees | 26 550% |
| of those in investment advisory functions | 10 233% |
| Private Fund GAV* | 0 |
| Avg Account Size | 205,013 73% |
| High Net Worth | 8.90% 125% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Recent News
Reported AUM
1
1
1
1
Private Funds
No private funds