$67.9M Total AUM
$57.5M Disc. AUM
-- 3Y CAGR
1 Employees
76 ADV. Clients
1 yrs Firm Age
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- Custodian
- LPL Financial ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-02-2025
- Office Locations
- 1
Office Locations
-- Coeur D'alene ID
About Momentum Wealth Strategies
Momentum Wealth Strategies is a Coeur D'alene-based RIA. The firm has been operating for 1 years. Managing $67.9M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and Wells Fargo.
Team overview
-- AVG AGE
$67.9M AVG AUM / ADVISOR
$893.0K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BENJAMIN MICHAEL MILLER
Chief Compliance Officer, Financial Advisor, General Partner, Investment Adviser Representative, Owner
- CRD
- #4180866
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,549,279 | -- |
| Non-Discretionary | $10,318,211 | -- |
| Total | $67,867,490 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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