Momentum Wealth Planning, LLC
● SEC registered since 2024CRD 331563SEC# 801-130666
Reg. AUM
$204.5M
Employees
2
Accounts
378
Location
—
Momentum Wealth Planning, LLC assets under management
Momentum Wealth Planning, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $204.5 million in regulatory assets under management and employs 2 people.
Momentum Wealth Planning, LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Momentum Wealth Planning, LLC manage?
Momentum Wealth Planning, LLC reports $204.5 million in regulatory assets under management on its Form ADV.
How many employees does Momentum Wealth Planning, LLC have?
Momentum Wealth Planning, LLC reports 2 employees.
Does Momentum Wealth Planning, LLC disclose fund performance?
Momentum Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 919-323-4219 |
| Office hours | Private Residence |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 2087652 |
| Discloses disciplinary history | No |
Regulatory AUM
$204.5M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$204.5Mregulatory AUM
Discretionary $204.5M