1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MOMENTUM WEALTH PLANNING

Map pin
Phone919-323-4219
NotebookSEC #801-130666
Total AUM
$204.5M
Employees
2
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
PRIVATE RESIDENCE
PRIVATE RESIDENCE
Phone
919-323-4219
Other Offices
1

ReceiptFinancials

Total AUM
$204.5M
Accounts
378
Discretionary
$204.5M
Accounts
378
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
68
AUM
$25.1M
HNW Individual Clients
49
AUM
$174.9M
Charitable Organization Clients
2
AUM
$1.5M
Corporation or Business Clients
3
AUM
$148.9K
Other Clients
5
AUM
$2.9M
Description of Other Clients
TRUST ACCOUNTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account