Momentum Private Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Momentum Private Wealth Management manages about $71.5 million for roughly 78 clients and serves individuals, families, estates and trusts as well as institutional entities including corporations, retirement plans and pension plans. It provides discretionary portfolio management, written financial planning, legacy management and retirement-plan consulting, and typically requires a household minimum portfolio of $500,000 (negotiable).
The firm constructs bespoke portfolios through a multi‑manager selection process and a strategic asset‑allocation framework, combining low‑cost passive ETFs with active mutual funds and, where appropriate, alternative investments or higher cash allocations. Financial planning is project‑based and supported by tools such as RightCapital and Income Lab to model retirement income and other scenarios.
Compared with many independent advisers, Momentum explicitly supports corporate and institutional clients — offering pension consulting, plan‑sponsor fiduciary services, committee education, vendor management and participant education/workshops. It also relies on third‑party platforms (Advyzon) and institutional share‑class selection and custodian relationships (Schwab) when implementing and reporting client portfolios.
Client services
Expertise
Fee options
Fixed fee arrangement for stand-alone financial planning services, not to exceed $6,000.
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
Account minimum: $500,000 Fee-only: Fixed fees for stand-alone financial planning up to $6,000; included in AUM fee for clients with $500,000 or more assets.
Main office
1900 Cypress Creek Rd., Suite 100
Cedar Park TX 78613
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Momentum Private Wealth Management · Momentum Private Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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