CRD: 305502
Momentum Private Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2019
- Office Locations
- 2
Office Locations
About Momentum Private Wealth Management
Momentum Private Wealth Management is a fee-only fiduciary RIA based in Cedar Park (Central Texas) serving clients nationwide. The firm provides comprehensive financial planning (retirement, tax and legacy strategies) alongside ongoing investment management, building and proactively adjusting diversified, risk- and tax-aware portfolios. Public filings indicate portfolios are primarily implemented with ETFs, aligning with an unbiased, no-commission advice model.
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AUSTIN PAUL HON
Chief Compliance Officer, Founder, President
- CRD
- #5443063
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
AUSTIN PAUL HON
Chief Compliance Officer, Founder, President
- CRD
- #5443063
Don Rudy
Financial Planner
- CRD
- --
Showing 2 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,513,349 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,513,349 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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