MOMENTUM WEALTH MANAGEMENT

MOMENTUM WEALTH MANAGEMENT of NORTHFIELD, IL is an SEC-registered investment adviser (CRD 333902). Regulatory assets under management: $24.3M.

Registration

• CRD: 333902
• Type: Registered investment adviser
• Location: 191 WAUKEGAN RD., NORTHFIELD, IL, 60093
• Phone: 847-418-8820
• Latest filing: 2026-03-05
• Regulatory AUM: $24.3M
• Discretionary AUM: $24.3M
• Clients: 2
• Accounts: 40

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333902 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search