MOMENT PRIVATE WEALTH, LLC
Legal name: MOMENT PRIVATE WEALTH
CRD #313223 SEC #801-129592 SAINT LOUIS, MO (636) 591-1050
SEC Registered
Total AUM
$156.7M
Discretionary
$156.7M
Employees
4
Clients
26
Accounts
472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $156.7M | $156.7M | $0 | 4 | 0 |
| May 2025 | $156.7M | $156.7M | $0 | 3 | 0 |
| Mar 2025 | $156.7M | $156.7M | $0 | 3 | 0 |
| Mar 2024 | $112.1M | $112.1M | $0 | 3 | 0 |
| Jan 2024 | $112.1M | $112.1M | $0 | 3 | 0 |
DateJun 2025
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2025
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees3
Clients0