# MOMENTUM FINANCIAL STRATEGIES, LLC

MOMENTUM FINANCIAL STRATEGIES, LLC of STAFFORD, TX is an SEC-registered investment adviser.

## Registration

- CRD: 315885
- Type: SEC-registered investment adviser
- Location: 12603 SOUTHWEST FRWY, STAFFORD, TX, 77477
- Phone: 281-491-2285
- Latest filing: 2025-03-21
- Regulatory AUM: $1.2M
- Discretionary AUM: $130K
- Non-discretionary AUM: $1.1M
- Clients: 1
- Accounts: 23

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315885/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315885/similar
- Related entities: https://search.stillhousedata.com/firm/315885/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315885

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.