$204.5M Total AUM
$204.5M Disc. AUM
-- 3Y CAGR
2 Employees
128 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix bridgePrime +more
- Established Date
- 07-25-2024
- Office Locations
- 1
Office Locations
-- Estero FL
About Momentum Wealth Planning
Momentum Wealth Planning is an SEC-registered RIA focused on retirement-oriented wealth management and estate planning. Its Tactical Momentum Strategy uses data-driven momentum signals and options-based hedging to align portfolios with market trends, seeking upside in bull markets while aiming to reduce risk in bear markets. Offers model portfolios combining hedged equity, fixed income, and individual momentum stocks.
Team overview
-- AVG AGE
$102.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Wave catalyst Ridge Quantum
Client Personas
Vector horizon Insight
Custodian
Oak Peak prime Value
Investment Themes
Alpha signal Quantum
Investment Vehicles
Insight capital Radial Bridge
Services
Peak horizon Signal pioneer Atlas horizon Capital catalyst Optima horizon Unison bridge Bridge horizon Foundation
Technology
Beacon Harbor North
Owner & Executives
DAVID ERNEST FLANDERS II
MANAGING DIRECTOR
- CRD
- #2052721
- Ownership
- 75% or more
(985) 782-1140
harbor.glacier@glaciercapital.com
in linkedin.com/in/timber-fusion
B
BLAKE DAVID FLANDERS
CHIEF OPERATING OFFICER
- CRD
- #7634383
- Ownership
- Less than 5%
(785) 859-1743
vertex.vertex@beaconcapital.com
in linkedin.com/in/eagle-pathway
E
Eagle timber
Signal summit
- CRD
- #67864
- Ownership
- 43.1%
(582) 464-8421
signal.wave@optimacapital.com
in linkedin.com/in/delta-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,544,381 | $541,123 |
| Non-Discretionary | $0 | -- |
| Total | $204,544,381 | $541,123 |
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Separately Managed Accounts
Total SMA Asset: $204,544,381
Equity - Exchange:
11.0% Public Funds:
10.1% U.S. Government/Agency:
18.1% Cash:
9.9% Corporate - Investment Grade:
5.9% Derivatives:
18.5% Equity - OTC:
7.6% Municipal Bonds:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $42,338,269 | 11.0% |
| Public Funds | $38,874,229 | 10.1% |
| U.S. Government/Agency | $69,665,697 | 18.1% |
| Cash | $38,104,442 | 9.9% |
| Corporate - Investment Grade | $22,708,708 | 5.9% |
| Derivatives | $71,205,271 | 18.5% |
| Equity - OTC | $29,251,895 | 7.6% |
| Municipal Bonds | $72,744,845 | 18.9% |
| Total | $384,893,356 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH ALPHA LEGACY | NORTH ELEMENT | F1VSHDMMB | AQJXB | 1.73% | $91,150,361 |
| MERIDIAN HORIZON OAK | VITAL MERIDIAN | B1VR8Z293 | MTAH | 6.32% | $85,497,581 |
| ALPHA FRONTIER | PIONEER CREST | KD3HZ7A0Z | AVA | 10.28% | $3,635,246 |
| PATHWAY EMBER GLACIER | FUSION MATRIX | TC1K9FHWR | KHC | 11.95% | $77,710,932 |
| PIONEER FRONTIER VECTOR | VALUE UNISON | TEM1AXGMT | IEY | 4.07% | $71,355,297 |
| ATLAS SUMMIT FUSION | MERIDIAN GLACIER | XRKARG1WN | ZCD | 4.39% | $4,929,402 |
| CREST CAPITAL OPTIMA | PATHWAY SUMMIT | QN6BVAALT | GRUEA | 11.03% | $70,057,721 |
| VECTOR VERTEX OAK | RADIAL NORTH | G1KP3ZNOF | DKN | 3.18% | $53,595,307 |