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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 18, 2025 and May 12, 2026, reported AUM increased 127.9%, from $156.7M to $357.2M.
Across 3 reported observations, AUM increased 218.5% between March 15, 2024 and May 12, 2026, from $112.1M to $357.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 105 clients, or 17.5 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on August 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Moment Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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ALEX MATTHEW FLAUGHER
Director of Operations
- CRD
- #6553051
Brendan James Fraleigh
Wealth Strategist, CFP®
- CRD
- #7652093
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
SMA allocation detail is available
Moment Private Wealth has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.