Momentum Wealth Planning
Momentum Wealth Planning is an SEC-registered wealth manager with $204.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Momentum Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331563, SEC 801-130666, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $204.5M (2026-04-30)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 127
- CRD
- 331563
- Ownership
- FLANDERS, DAVID, ERNEST; HUFF, MELANIE, ADRIENNE; FLANDERS, BLAKE, DAVID; WOODARD, KEVIN, SEAN; MCCARTHY, MICHELLE, ANNE
How much AUM does Momentum Wealth Planning have?
Momentum Wealth Planning reported $204.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Momentum Wealth Planning?
Disclosed owners and executives of Momentum Wealth Planning include FLANDERS, DAVID, ERNEST, HUFF, MELANIE, ADRIENNE, FLANDERS, BLAKE, DAVID, WOODARD, KEVIN, SEAN, MCCARTHY, MICHELLE, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.