| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake David Flanders Control | Chief Operating Officer | Under 5% | 2024 |
| David Ernest Flanders Control | Managing Director | Over 75% | 2024 |
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2024 |
Momentum Wealth Planning, LLC reports $167.6 million in regulatory assets under management on its Form ADV.
Momentum Wealth Planning, LLC reports 2 employees.
Momentum Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 919-323-4219 |
| Office hours | Private Residence |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2087652 |
| Discloses disciplinary history | No |
| Discretionary | $167.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $167.6M |