Momentum Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Momentum Wealth Management — overview

About

Momentum Wealth Management is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. The services include financial planning, investment management, insurance, retirement planning, tax planning, and portfolio management. The firm provides advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other businesses.

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo