{
  "crd_number": 343428,
  "slug": "momentum-wealth-management-orem-ut-343428",
  "primary_business_name": "MOMENTUM WEALTH MANAGEMENT",
  "legal_name": "PESCI WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Orem",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "39340",
  "metro": {
    "cbsa_code": "39340",
    "common_name": "Provo",
    "msa_name": "Provo-Orem-Lehi, UT",
    "path": "/advisors/ut/provo"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-08-27",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 21,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ID",
    "NH",
    "NV",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://retiremomentum.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343428",
  "city_as_filed": "OREM",
  "url": "https://advisorcensus.com/firm/momentum-wealth-management-orem-ut-343428",
  "display_name": "Momentum Wealth Management",
  "summary": "Momentum Wealth Management is an SEC-registered investment advisory firm in Orem, UT, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. Momentum Wealth Management (CRD 343428): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Momentum Wealth Management compensated?",
      "a": "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). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Momentum Wealth Management located?",
      "a": "Momentum Wealth Management's principal office is in Orem, UT, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Momentum Wealth Management registered with the SEC or a state?",
      "a": "Momentum Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343428."
    },
    {
      "q": "Does Momentum Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343428"
    },
    {
      "q": "What changed in Momentum Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in ID, NH, NV, TX, WA."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in ID, NH, NV, TX, WA."
      ]
    },
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/momentum-wealth-management-orem-ut-343428.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343428",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}