RIA Intel›Advisers›Texas›MOMENTUM PRIVATE WEALTH MANAGEMENT LLC

MOMENTUM PRIVATE WEALTH MANAGEMENT LLC

Advisory

CEDAR PARK, TX

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in TX

#1,582

of 2,813 advisers by AUM

Average account

$339K

across 211 accounts

AUM per adviser

$72M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$72M

Discretionary AUM$72M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, 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

78 clients

28 high-net-worth

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

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