Momentum Advisors
Momentum Advisors is an SEC-registered wealth manager in New York, NY with $414.7M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Momentum Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159574, SEC 801-73092, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $414.7M (2026-05-04)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 10
- Clients
- 370
- CRD
- 159574
- Ownership
- BOOMER, ALLAN, J; LONG, JONTUE, DRAPER; PITTS, KYLE, JAMES; MCGHEE, TIFFANY, CATHERINE; PLATT, WILLIAM, HENRY
How much AUM does Momentum Advisors have?
Momentum Advisors reported $414.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Momentum Advisors?
Disclosed owners and executives of Momentum Advisors include BOOMER, ALLAN, J, LONG, JONTUE, DRAPER, PITTS, KYLE, JAMES, MCGHEE, TIFFANY, CATHERINE, PLATT, WILLIAM, HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.