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MOMENTUM ADVISORS

NEW YORK, NY · CRD 159574 · IAPD ↗ · 917-997-4297

$414.7MRegulatory AUM
7Advisory reps
10Employees
0Clients
0Planning clients
1Private funds
13States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — MOMENTUM ADVISORS notice-filed in GA, LA, MA, NC, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — MOMENTUM ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — MOMENTUM ADVISORS's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
April 2025 — MOMENTUM ADVISORS notice-filed in AL, AR, DE, IL, IN, KS, MI, MN, MO, NV, OH, RI, SC, TN, UT, WA, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.