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Moment Private Wealth, LLC

● SEC registered since 2024CRD 313223SEC# 801-129592Saint Louis, MO
Export (members)
Reg. AUM
$156.7M
Employees
4
Accounts
472
Location
Saint Louis, MO

Moment Private Wealth, LLC assets under management

Moment Private Wealth, LLC is a registered investment adviser overseen by the SEC based in Saint Louis, MO. The firm has been registered since 2024. It reports $156.7 million in regulatory assets under management and employs 4 people.

Moment Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jacob Edward Turner ControlCo-Owner, Member50-75%2021
Luke Andrew Turner ControlCo-Owner, Chief Compliance Officer, Member25-50%2021

Frequently asked questions

How much does Moment Private Wealth, LLC manage?

Moment Private Wealth, LLC reports $156.7 million in regulatory assets under management on its Form ADV.

How many employees does Moment Private Wealth, LLC have?

Moment Private Wealth, LLC reports 4 employees.

Where is Moment Private Wealth, LLC located?

Moment Private Wealth, LLC is based in Saint Louis, MO and has been SEC-registered since 2024.

Does Moment Private Wealth, LLC disclose fund performance?

Moment Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Cityplace Drive, 2nd Floor, Saint Louis, MO 63141
Phone(636) 591-1050
Office hours8:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.7M
Non-discretionary$0
Total (RAUM)$156.7M