Moment Private Wealth, LLC
● SEC registered since 2024CRD 313223SEC# 801-129592Saint Louis, MO
Reg. AUM
$357.2M
Employees
7
Accounts
719
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 $357.2 million in regulatory assets under management and employs 7 people.
Moment Private Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Edward Turner Control | Co-Owner, Member | 50-75% | 2021 |
| Luke Andrew Turner Control | Co-Owner, Chief Compliance Officer, Member | 25-50% | 2021 |
Frequently asked questions
How much does Moment Private Wealth, LLC manage?
Moment Private Wealth, LLC reports $357.2 million in regulatory assets under management on its Form ADV.
How many employees does Moment Private Wealth, LLC have?
Moment Private Wealth, LLC reports 7 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
| Address | 2 Cityplace Drive, 2nd Floor, Saint Louis, MO 63141 |
| Phone | (636) 591-1050 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$357.2M▲ 128%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$357.2Mregulatory AUM
Discretionary $357.2M