Saint Louis, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Moment Private Wealth
Team
Firm-wide stats for Moment Private Wealth
Clients per advisor
18 Very LowAvg AUM per client
$3,401,546 Very HighHNW client ratio
62% Very HighAbout
Moment Private Wealth serves individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, generally requiring a $500,000 minimum to open an account. The firm provides discretionary and non-discretionary investment management alongside holistic financial planning, selection or retention of third‑party advisers, and pension consulting.
Its investment approach emphasizes long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with portfolios primarily composed of mutual funds, ETFs, and, when appropriate, REITs. Adviser-tailored portfolios are built from initial financial planning analyses and risk assessments, with ongoing reviews and planning services that include loan procurement and advisement, tax-efficient asset location, access to private equity opportunities, and coordination with CPAs and estate planning attorneys.
Moment Private Wealth manages roughly $357 million in discretionary assets via a six-advisor team, and its brochure highlights practices that are less common among peers: it discloses margin fees, charges or interest and offers loan procurement and advisement as part of planning services, suggesting the firm may employ borrowing or margin-related strategies in client accounts. The firm also describes using third‑party custodial and advisory platforms and says it mitigates resulting conflicts through due diligence and periodic evaluation.
Based on Moment Private Wealth
Expertise
Based on Moment Private Wealth
Location
2 Cityplace Drive, 2nd Floor
Saint Louis MO 63141
Advisors at this office
4
Advisors at this office
Alex F
Series 63, Series 66
Saint Louis, MO
Moment Private Wealth
Alex Flaugher is a financial advisor at Moment Private Wealth with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm emphasizes long-term, low-cost, diversified asset allocation based on Modern Portfolio Theory and manages approximately $357 million in discretionary assets through a six-advisor team.
Jacob T
Series 65
Saint Louis, MO
Moment Private Wealth
Jacob Turner is a financial advisor at Moment Private Wealth with six years of industry experience and a Series 65 registration. He has worked at multiple firms including Mosaic Family Wealth and has held positions with several professional baseball organizations. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering both discretionary and non-discretionary investment management along with comprehensive financial planning. The firm’s approach focuses on long-term, low-cost, diversified portfolios informed by Modern Portfolio Theory.
Luke T
CFP®, Series 65
Saint Louis, MO
Moment Private Wealth
Luke Turner is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Moment Private Wealth, LLC since 2021 and previously spent five years at Mosaic Family Wealth, LLC. Luke is based in Saint Louis, Missouri. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, generally requiring a $500,000 minimum account size. The firm offers discretionary and non-discretionary investment management combined with comprehensive financial planning, using long-term, low-cost, diversified asset allocation strategies grounded in Modern Portfolio Theory.
Karson W
Series 65
Saint Louis, MO
Moment Private Wealth
Karson Westhoff is a Series 65-licensed advisor at Moment Private Wealth in Saint Louis, MO, with one year of industry experience. His background includes roles at Focus Financial Wealth, ProPartners Team, and the University of Missouri-Columbia. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing investment management and holistic financial planning with an emphasis on long-term, low-cost, diversified portfolios grounded in Modern Portfolio Theory.
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