# Momentum Wealth Management

> Momentum Wealth Management is a state-registered investment advisory firm in Columbus, GA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 295689
- Filed as: MOMENTUM WEALTH MANAGEMENT
- Legal name: Momentum Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, GA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/295689
- AdvisorCensus page: https://advisorcensus.com/firm/momentum-wealth-management-columbus-ga-295689

## Quick answers

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

**Where is Momentum Wealth Management located?**
Momentum Wealth Management's principal office is in Columbus, GA, according to its Form ADV.

**Is Momentum Wealth Management registered with the SEC or a state?**
Momentum Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 295689.

**How much does Momentum Wealth Management manage?**
Momentum Wealth Management reports $64,642,501 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Momentum Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (252); high net worth individuals (17).

**Does Momentum 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/295689

## 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: $64,642,501
- Discretionary: $64,642,501
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 252 | $43,889,656 |
| High net worth individuals | 17 | $20,335,363 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $407,482 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $10,000 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, FL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- momentumwealth.co
- momentumwealth.us
- work-free.us
- workfree.us
- Facebook @momentumwealth.us
- Instagram @MOMENTUMWEALTH.US
- LinkedIn @momentumwealth
- X @MOMENTUM_WEALTH
- YouTube @momentum_wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Momentum Wealth Management (CRD 295689): Form ADV filing data as of October 2026.