← Tributary

MOMENTUM WEALTH MANAGEMENT

OREM, UT · CRD 343428 · IAPD ↗ · retiremomentum.com · 8016554898

$0Regulatory AUM
6Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

50
October 2026 — MOMENTUM WEALTH MANAGEMENT notice-filed in ID, NH, NV, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2026 — MOMENTUM WEALTH MANAGEMENT (OREM, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 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.