MOMENTUM WEALTH PLANNING
SEC RegisteredYour retirement - built to manage risk
About the firm
Momentum Wealth Planning is a private wealth management practice that helps high-net-worth families manage the assets they've built. The firm offers investment strategies that pursue opportunity while implementing risk management, providing fiduciary advice and tactical defense with a plan built around the client's life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement and financial planning, risk-managed investing, wealth management, estate planning, and investment solutions.
Who they serve
High-net-worth families and individuals who built their wealth through discipline, served nationwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 68 | $25M |
| High Net Worth Individuals | 49 | $175M |
| State/Municipal Entities | 2 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MOMENTUM WEALTH PLANNING has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.