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MOMENTUM WEALTH MANAGEMENT LLC

Advisory

COLUMBUS, GA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in GA
#557
of 607 advisers by AUM
Average account
$164K
across 394 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$65M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$65M
Discretionary AUM$65M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients269
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, AR, FL, GA, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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