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MOMENT PRIVATE WEALTH

SAINT LOUIS, MO · CRD 313223 · IAPD ↗ · momentprivatewealth.com · (636) 591-1050

$357.2MRegulatory AUM
6Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — MOMENT PRIVATE WEALTH notice-filed in AZ, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2026 — MOMENT PRIVATE WEALTH notice-filed in IL, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — MOMENT PRIVATE WEALTH reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — MOMENT PRIVATE WEALTH grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2026 — MOMENT PRIVATE WEALTH reported RAUM up 128% ($156.7M -> $357.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
July 2025 — MOMENT PRIVATE WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
June 2025 — MOMENT PRIVATE WEALTH notice-filed in FL, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — MOMENT PRIVATE WEALTH reported RAUM up 40% ($112.1M -> $156.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — MOMENT PRIVATE WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
March 2024 — MOMENT PRIVATE WEALTH (SAINT LOUIS, MO) is newly SEC-registered with $112.1M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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