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MOMENTUM FINANCIAL AND INSURANCE SERVICES LLC

Advisory

CA

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in CA
#3,281
of 5,480 advisers by AUM
Average account
$210K
across 281 accounts
AUM per adviser
$59M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM
$59M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients92
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, LA, OR, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

PATHWAY FINANCIAL SERVICES, LLC
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TWIN HAVEN CAPITAL PARTNERS, LLC
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$59M
-50.6% 1Y
GLIKMAN ASSOCIATES
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$59M
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CINQUE PARTNERS LLC
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DOLAN CAPITAL MANAGEMENT
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KCO INVESTMENTS, INCORPORATED
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$59M
+48.5% 1Y

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