MOMENT PRIVATE WEALTH
MOMENT PRIVATE WEALTH, LLC Legal Name
Adviser information for MOMENT PRIVATE WEALTH last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 286 | $112.1M |
| Non-Discretionary | 0 | $0 |
| Total | 286 | $112.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 6 | $2.3M |
| HNW Individuals | 25 | $109.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-129592 |
|---|---|
| SEC ERA File Number | 801-129592 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313223 |
| Legal Entity Identifier | None |
Principal Office
2 CITYPLACE DRIVE2ND FLOOR
SAINT LOUIS
MO
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: (636) 591-1050, Fax: None
Chief Compliance Officer
LUKE TURNER
PARTNER CCO
2 CITYPLACE DRIVE
2ND FLOOR
SAINT LOUIS
MO
United States
Tel:
(636) 386-7653
L***@**********************M
(Full email address available in API data)
Regulatory Contact
CHRIS STANLEY
FOUNDING PRINCIPAL, BEACH STREET LEGAL
PO BOX 31681
DES PERES
MO
United States
Tel:
(314) 441-6191
T***@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TURNER, LUKE, ANDREW | Individual | – | CO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER | 02/2021 | 25-50% |
| Turner, Jacob, Edward | Individual | – | CO-OWNER, MEMBER | 02/2021 | 50-75% |