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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Turner, Jacob, Edward | I | CO-OWNER, MEMBER | D | Control |
| Turner, Jacob, Edward | I | CO-OWNER, MEMBER | D | Control |
| Turner, Jacob, Edward | I | CO-OWNER, MEMBER | D | Control |
| Turner, Jacob, Edward | I | CO-OWNER, MEMBER | D | Control |
| Turner, Jacob, Edward | I | CO-OWNER, MEMBER | D | Control |
| TURNER, LUKE, ANDREW | I | CO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| TURNER, LUKE, ANDREW | I | CO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| TURNER, LUKE, ANDREW | I | CO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| TURNER, LUKE, ANDREW | I | CO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| TURNER, LUKE, ANDREW | I | CO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
Registrations
Federal
IA
Jun 18, 2025 REGISTERED
Notice Filings (5)
CA FL MO NE TX
Address
2 CITYPLACE DRIVE2ND FLOOR
SAINT LOUIS, MO 63141
United States
Phone: (636) 591-1050