MOMENTUM WEALTH STRATEGIES

MOMENTUM WEALTH STRATEGIES is an SEC-registered investment adviser (CRD 334046). Regulatory assets under management: $67.9M.

Registration

• CRD: 334046
• Type: Registered investment adviser
• Phone: 208-446-2066
• Latest filing: 2026-03-27
• Regulatory AUM: $67.9M
• Discretionary AUM: $57.5M
• Non-discretionary AUM: $10.3M
• Clients: 1
• Accounts: 160

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334046 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search