Moment Private Wealth
Moment Private Wealth is an SEC-registered wealth manager in Saint Louis, MO with $357.2M assets under management (AUM, regulatory AUM), +128% over one year. See who owns Moment Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313223, SEC 801-129592, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $357.2M (2026-05-12)
- Firm type
- Wealth Manager
- Location
- Saint Louis, MO
- Employees
- 7
- Clients
- 105
- CRD
- 313223
- Ownership
- Turner, Jacob, Edward; TURNER, LUKE, ANDREW
How much AUM does Moment Private Wealth have?
Moment Private Wealth reported $357.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Moment Private Wealth?
Disclosed owners and executives of Moment Private Wealth include Turner, Jacob, Edward, TURNER, LUKE, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.