MOMENTUM PRIVATE WEALTH MANAGEMENT

MOMENTUM PRIVATE WEALTH MANAGEMENT of CEDAR PARK, TX is an SEC-registered investment adviser (CRD 305502). Regulatory assets under management: $71.5M.

Registration

• CRD: 305502
• Type: Registered investment adviser
• Location: 1900 CYPRESS CREEK RD., CEDAR PARK, TX, 78613
• Phone: 512-416-8085
• Latest filing: 2026-03-31
• Regulatory AUM: $71.5M
• Discretionary AUM: $71.5M
• Clients: 1
• Accounts: 211

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305502 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search