MOMENT PRIVATE WEALTH, LLC

MOMENT PRIVATE WEALTH
SAINT LOUIS, Missouri·2 registered advisors·CRD# 313223
SEC# 801-1295921(636) 591-1050
01

Firm Overview

AUM
$112M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MOMENT PRIVATE WEALTH, LLC

2 registered advisors
Jacob Edward Turner
SAINT LOUIS, Missouri
Luke Andrew Turner
SAINT LOUIS, Missouri
05

Office Locations

SAINT LOUIS, Missouri
2 advisors

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Data sourced from SEC Form ADV filings. MOMENT PRIVATE WEALTH, LLC (CRD# 313223) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.