MOMENTUM WEALTH PLANNING, LLC is an SEC-registered investment adviser (CRD 331563). Regulatory assets under management: $204.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 919-589-7892 |