# Momentum Private Wealth Management

> Momentum Private Wealth Management is a state-registered investment advisory firm in Cedar Park, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 305502
- Filed as: MOMENTUM PRIVATE WEALTH MANAGEMENT
- Legal name: Momentum Private Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cedar Park, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305502
- AdvisorCensus page: https://advisorcensus.com/firm/momentum-private-wealth-management-cedar-park-tx-305502

## Quick answers

**How is Momentum Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Momentum Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Momentum Private Wealth Management located?**
Momentum Private Wealth Management's principal office is in Cedar Park, TX, according to its Form ADV.

**Is Momentum Private Wealth Management registered with the SEC or a state?**
Momentum Private Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305502.

**How much does Momentum Private Wealth Management manage?**
Momentum Private Wealth Management reports $71,513,349 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Momentum Private Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (28).

**Does Momentum Private Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305502

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $71,513,349
- Discretionary: $71,513,349
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $17,919,922 |
| High net worth individuals | 28 | $53,593,427 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [momentumpwm.com](https://momentumpwm.com)
- Facebook @Momentumpwm
- Instagram @momentumpwm
- LinkedIn @momentum-private-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Momentum Private Wealth Management (CRD 305502): Form ADV filing data as of October 2026.