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MOMENTUM WEALTH MANAGEMENT LLC

Advisory

NORTHFIELD, IL

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in IL
#1,384
of 1,719 advisers by AUM
Average account
$608K
across 40 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$24M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
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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