RIA Intel›Advisers›Idaho›MOMENTUM WEALTH STRATEGIES, INC.

MOMENTUM WEALTH STRATEGIES, INC.

Advisory

ID

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in ID

#82

of 82 advisers by AUM

Average account

$424K

across 160 accounts

AUM per adviser

$68M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$68M

Discretionary AUM$58M

Non-Discretionary AUM$10M

Discretionary %84.8%

Total Clients76

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InID, WA

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

76 clients

19 high-net-worth

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

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