# Momentum Wealth Strategies

> Momentum Wealth Strategies is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 334046
- Filed as: MOMENTUM WEALTH STRATEGIES
- Legal name: Momentum Wealth Strategies, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334046
- AdvisorCensus page: https://advisorcensus.com/firm/momentum-wealth-strategies-334046

## Quick answers

**How is Momentum Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Momentum Wealth Strategies reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Momentum Wealth Strategies registered with the SEC or a state?**
Momentum Wealth Strategies is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334046.

**How much does Momentum Wealth Strategies manage?**
Momentum Wealth Strategies reports $67,867,490 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (85% discretionary).

**What types of clients does Momentum Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46); high net worth individuals (19); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Momentum Wealth Strategies 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/334046

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $67,867,490
- Discretionary: $57,549,279
- Non-discretionary: $10,318,211

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $16,297,821 |
| High net worth individuals | 19 | $40,417,812 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $10,463,903 |
| Corporations or other businesses not listed above | 3 | $684,558 |
| Other | 1 | $3,396 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- momentumcda.com
- momentumwealthstrategies.com
- Facebook @momentumwealthstrategies

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Momentum Wealth Strategies (CRD 334046): Form ADV filing data as of October 2026.