Moment Private Wealth LLC

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Moment Private Wealth LLC
CRD #313223
SEC #801-129592
CIK #
AUM 357.2 M (2026-05-12)
Employees 7 (86% Investors, 0% Brokers)
Fees
Minimum
Phone636-591-1050
Address2 Cityplace Drive
Saint Louis, MO 63141
Source [IAPD] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
4003202401608002010201520212027
Fees and Compensation — Form ADV Part 2A (3/24/2026) [Brochure]
Item 5: Fees and Compensation​
      A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s
          assets under management with Adviser as described below, or by flat fees that typically range
          from $2,500 - $250,000 per annum charged monthly or quarterly in advance or arrears. Fees
          are negotiable, and each client’s specific fee schedule is included as part of the investment
          advisory agreement signed by Adviser and the client.

          Adviser’s standard blended fee schedules are included below, subject to negotiation with a client,
          and dependent on the amount of assets under Adviser’s management:

                Client Assets Under Management                               Annual Fee Percentage
                                                                                (paid quarterly)
                          $0 - $4,999,999                                            1.00%
                      $5,000,000 - $9,999,999                                        0.80%
                     $10,000,000 - $19,999,999                                       0.60%
                      $20,000,000 and above                                          0.40%

          Retirement plan clients will be charged an asset-based fee up to 1% per annum, charged quarterly
          in advance, or flat fees that generally range from $2,500 to $10,000 per annum, charged quarterly
          in advance.

      B.​ Initial fees are prorated based on the number of days that a client’s account was open during the
          applicable billing period. Asset-based fees are deducted in advance or arrears on a monthly or
          quarterly basis from clients’ assets and based upon the market value of such assets managed by
          Adviser as of the last day of the prior calendar quarter or based upon the average daily value or
          the prior month or quarter, as agreed upon by Adviser and client in the investment advisory
          agreement. Fixed fees are deducted in arrears on a monthly or quarterly basis from clients’
          assets and based on the nature and complexity of the services to be provided to the client.
          Alternatively, clients may elect to be invoiced for services rendered and pay via check, ACH, or
          other electronic means.

      C.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction
          costs. Please refer to Item 12: Brokerage Practices, for further information on such brokerage
          and other transaction-related practices. Clients will also typically incur additional fees and
          expenses imposed by independent and unaffiliated third-parties, which can include qualified
          custodian fees, mutual fund or exchange traded fund fees and expenses, mark-ups and
          mark-downs, spreads paid to market makers, wire transfer fees, check-writing fees,
          early-redemption charges, certain deferred sales charges on previously-purchased mutual funds,
          margin fees, charges or interest, IRA and qualified retirement plan fees, and other fees and taxes
          on brokerage accounts and securities transactions. These additional charges are separate and
          apart from the fees charged by Adviser.

      D.​ If Adviser or a client terminates the advisory agreement before the end of a quarterly billing
          period, Adviser’s fees will be prorated through the effective date of the termination. The pro rata
          fees for the remainder of the quarterly billing period after the termination will be refunded to the
          client.

      E.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of
          securities or other investment products.

                                          Date of Brochure: March 24, 2026

​                                                       ​

​                                                       ​
Account Minimums and Types of Clients — Form ADV Part 2A (3/24/2026) [Brochure]
Item 7: Types of Clients​
    Adviser generally provides its services to individuals, high-net-worth individuals, pension and profit sharing
    plans, and charitable organizations. The minimum account value required to open an account with Adviser
    is $500,000, subject to negotiation.

                                            Date of Brochure: March 24, 2026

​                                                        ​

​                                                        ​
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 40 12.1
(b) Individuals (high net worth individuals) 65 345.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 719 357.2
By Discretionary
Discretionary 719 357.2
Non-Discretionary 0 0.0
Total 719 357.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 357.2
Total 719 357.2
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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