MOMENTUM WEALTH MANAGEMENT

MOMENTUM WEALTH MANAGEMENT of COLUMBUS, GA is an SEC-registered investment adviser (CRD 295689). Regulatory assets under management: $64.6M.

Registration

• CRD: 295689
• Type: Registered investment adviser
• Location: 1201 FRONT AVE., COLUMBUS, GA, 31901
• Phone: (706) 842-2400
• Latest filing: 2026-03-02
• Regulatory AUM: $64.6M
• Discretionary AUM: $64.6M
• Clients: 3
• Accounts: 394

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295689 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search