RIA Intel›Advisers›Illinois›MOMENTUM FINTECH LLC

MOMENTUM FINTECH LLC

Advisory

LISLE, IL

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in IL

#1,569

of 1,719 advisers by AUM

Average account

$179K

across 41 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX

Succession Risk

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

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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

34 clients

19 high-net-worth

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

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