RIA Intel›Advisers›Texas›MOMENTUM FINANCIAL STRATEGIES, LLC

MOMENTUM FINANCIAL STRATEGIES, LLC

Advisory

STAFFORD, TX

Data as of Mar 21, 2025 · Source: SEC Form ADV

Rank in TX

#2,662

of 2,813 advisers by AUM

Average account

$53K

across 23 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 21, 2025.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$130K

Non-Discretionary AUM$1M

Discretionary %10.7%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

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

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MICHAEL E. REICHEK

$1M

ALPHA-TECH INVESTMENTS, LLC

HOUSTON, TX

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