# Momentum Wealth Management

> Momentum Wealth Management is a state-registered investment advisory firm in Northfield, IL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 333902
- Filed as: MOMENTUM WEALTH MANAGEMENT
- Legal name: Momentum Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Northfield, IL
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333902
- AdvisorCensus page: https://advisorcensus.com/firm/momentum-wealth-management-northfield-il-333902

## 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; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Momentum Wealth Management located?**
Momentum Wealth Management's principal office is in Northfield, IL, 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 2024. Status as filed: APPROVED. CRD 333902.

**How much does Momentum Wealth Management manage?**
Momentum Wealth Management reports $24,332,999 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Momentum Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (7).

**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/333902

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,332,999
- Discretionary: $24,332,999
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,815,009 |
| High net worth individuals | 9 | $16,402,051 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,115,939 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mtmwealth.com](https://mtmwealth.com)
- LinkedIn @mtmwealth
- LinkedIn @jacobderrig

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Momentum Wealth Management (CRD 333902): Form ADV filing data as of October 2026.