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| Momentum Wealth Planning LLC
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|---|---|
| CRD # | 331563 |
| SEC # | 801-130666 |
| CIK # | 0002087652 |
| AUM | 204.5 M (2026-04-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 919-323-4219 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002087652 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 5.0 | ||
| Tesla Motors Inc | 3.9 | ||
| Micron Technology Inc | 3.1 | ||
| Nexstar Broadcasting Group Inc | 2.9 | ||
| Johnson & Johnson | 2.6 | ||
| Amazon Com Inc | 2.6 | ||
| Lam Research Corp | 2.4 | ||
| Reddit Inc | 2.1 | ||
| Nvidia Corp | 1.9 | ||
| Caterpillar Inc | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| Facebook Inc | 0.9 | ||
| Goldman Sachs Group Inc | 0.8 | ||
| SPDR Gold Trust | 0.8 | ||
| Apple Inc | 0.8 | ||
| Alibaba Group Holding Ltd | 0.8 | ||
| Netflix Inc | 0.7 | ||
| MercadoLibre Inc | 0.6 | ||
| Alphabet Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| Priceline Com Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 25.1 |
| (b) Individuals (high net worth individuals) | 49 | 174.9 |
| (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 | 2 | 1.5 |
| (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 | 3 | 0.1 |
| (n) Other | 5 | 2.9 |
| Total | 378 | 204.5 |
| By Discretionary | ||
| Discretionary | 378 | 204.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 378 | 204.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.5 | |
| Total | 378 | 204.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002087652] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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