# MOMENTUM WEALTH PLANNING, LLC

MOMENTUM WEALTH PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 331563
- Type: SEC-registered investment adviser
- SEC file number: 801-130666
- Phone: 919-323-4219
- Latest filing: 2026-04-30
- Regulatory AUM: $204.5M
- Discretionary AUM: $204.5M
- Clients: 2
- Accounts: 378

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| David Ernest Flanders | MANAGING DIRECTOR | — |
| Blake David Flanders | CHIEF OPERATING OFFICER | — |
| WOODARD KEVIN SEAN | MEMBER AND MANAGER | — |
| HUFF MELANIE ADRIENNE | CHIEF COMPLIANCE OFFICER | — |
| MCCARTHY MICHELLE ANNE | CHIEF COMPLIANCE OFFICER | — |
| FLANDERS DAVID ERNEST | MANAGING DIRECTOR | — |
| Flanders Blake | CHIEF OPERATING OFFICER | — |
| FLANDERS BLAKE DAVID | CHIEF OPERATING OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 919-589-7892 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331563/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331563/similar
- Related entities: https://search.stillhousedata.com/firm/331563/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331563

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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.