← Tributary

MOMENT PARTNERS, LLC

SAN FRANCISCO, CA · CRD 332691 · IAPD ↗ · 415-523-6868

$1.19BRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MOMENT PARTNERS, LLC now reports custody of client assets ($99.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
January 2025 — MOMENT PARTNERS, LLC notice-filed in AZ, FL, NV, NY, OR, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
January 2025 — MOMENT PARTNERS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
October 2024 — MOMENT PARTNERS, LLC (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.