$24.3M Total AUM
$24.3M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-18-2024
- Office Locations
- 1
Office Locations
191 Waukegan Rd. Suite 350 Northfield IL
About Momentum Wealth Management
Momentum Wealth Management is a Northfield-based RIA. The firm has been operating for 1 years. Managing $24.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
JACOB FREDERICK DERRIG
CEO, Co-Founder, Partner
- CRD
- #5687178
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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E
EMIL ALDADDAH
CIO | Co-Founder | Partner
- CRD
- #5875696
Available
Available
Available
Andrew Scott Czarkowski
Managing Director | Partner
- CRD
- #5795925
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,332,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,332,999 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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