Momentum Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,867,490
Total clients
65
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$1,044,115
About
Momentum Wealth Strategies provides financial planning and investment management primarily to individuals and high‑net‑worth clients with a focus on retirement, and also offers services to businesses, plan sponsors, and financial institutions. The firm reports roughly $67.9 million in assets under management across about 65 clients and generally requires a $500,000 minimum for advisory relationships.
Accounts are managed on a discretionary basis with tailored asset allocations that span objectives from income and capital preservation to aggressive growth, using a mix of fundamental, technical, cyclical and behavioral analysis. The firm offers cash‑management options and implements strategies through LPL Financial‑sponsored platforms, including the use of sub‑advisers and model portfolios when appropriate.
Distinctively, the firm sponsors and acts as portfolio manager for its own wrap‑fee program, a structure relatively few independent advisers operate. It also provides retirement‑plan and pension consulting — including ERISA‑related fiduciary support, participant education, and fiduciary training — and concentrates its client base on HNW and institutional plan clients rather than mass‑market individual investors.
Client services
Expertise
Occupation focus
Fee options
<$1,000,000 - $1,000,000: 1.2% $1,000,001 - $3,000,000: 1.0% $3,000,001+: 0.7%
Account minimum: $500,000 Fee-only: Advisory fees only; no commissions received by the firm for advisory services.
Main office location
Momentum Wealth Strategies
Coeur D'alene ID, United States
Number of offices
1
Most active in
Idaho · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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