$64.6M Total AUM
$64.6M Disc. AUM
-- 3Y CAGR
3 Employees
269 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- TimberFusion +more
- Established Date
- 07-03-2018
- Office Locations
- 1
Office Locations
1201 Front Ave. Suite N Columbus GA
About Momentum Wealth Management
Momentum Wealth Management is a Columbus, GA-based RIA providing retirement-focused financial planning and wealth management for growing professionals, retirees, and families, with financial wellness plus insurance and risk management. Portfolios are predominantly ETF-based (per SMA reporting) and the firm works on Altruist and Schwab.
Team overview
-- AVG AGE
$32.3M AVG AUM / ADVISOR
$240.3K AVG AUM / CLIENT
1.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Insight Fusion horizon
Client Personas
Value wave
Custodian
Legacy Delta ridge Glacier
Investment Themes
Capital peak Meridian Bridge horizon
Investment Vehicles
Pioneer
Platform
Beacon crest
Services
Oak peak Element Beacon Alpha crest Insight Meridian
Technology
Insight Bridge meridian Radial
Owner & Executives
A
ANSON GARRETT COTTLE
DIRECTOR OF OPERATIONS, PARTNER
- CRD
- #6233882
- Ownership
- 50% but less than 75%
(257) 477-5660
horizon.pioneer@northcapital.com
in linkedin.com/in/wave-signal
MATTHEW DAVID HIGHTOWER
Chief Compliance Officer, Managing Partner
- CRD
- #6017036
- Ownership
- 50% but less than 75%
(209) 696-8670
matrix.horizon@foundationcapital.com
in linkedin.com/in/momentum-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,642,501 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,642,501 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,642,501
Equity - Exchange:
49.0% Cash:
37.1% Municipal Bonds:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,466,365,369 | 49.0% |
| Cash | $1,867,390,922 | 37.1% |
| Municipal Bonds | $699,642,421 | 13.9% |
| Total | $5,033,398,712 | 100.0% |