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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- ValueFrontier momentum +more
- Established Date
- 04-20-2021
- Office Locations
- 3
Office Locations
About Moment Private Wealth
Moment Private Wealth is an RIA focused on pro athletes and entrepreneurs dealing with sudden or concentrated wealth. The firm delivers customized wealth management and financial planning to protect earnings, handle day-to-day financial details, and support long-term goals. Portfolios are allocation-oriented with heavy ETF use. Prospects can speak directly with a founder; custody is through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jacob Edward Turner
Co-Owner, Partner
- CRD
- #7286504
- Ownership
- 50% but less than 75%
LUKE ANDREW TURNER
Chief Compliance Officer, Co-Owner, Partner
- CRD
- #6486767
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
ALEX MATTHEW FLAUGHER
--
- CRD
- #6553051
Brendan James Fraleigh
--
- CRD
- #7652093
Signal vector
Legacy harbor meridian
- CRD
- #85043
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,162,296 | $496,749 |
| Non-Discretionary | $0 | -- |
| Total | $357,162,296 | $496,749 |
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Separately Managed Accounts
Total SMA Asset: $357,162,296
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $589,952,375 | 7.9% |
| Cash | $948,404,451 | 12.7% |
| Equity - Exchange | $709,436,401 | 9.5% |
| Municipal Bonds | $1,598,098,839 | 21.4% |
| Corporate - Investment Grade | $2,240,325,476 | 30.0% |
| Corporate - Non-Investment Grade | $627,291,133 | 8.4% |
| U.S. Government/Agency | $754,242,910 | 10.1% |
| Total | $7,467,751,585 | 100.0% |