RIA Intelligence

MOMENT PARTNERS, LLC

CRD #332691 SEC #801-131017 SAN FRANCISCO, CA 415-523-6868
SEC Registered
Total AUM
$1.1B
Discretionary
$598.6M
Employees
7
Clients
0
Accounts
1,345

AUM Over Time

DateSep 2025
Total AUM$1.1B
Discretionary$598.6M
Non-Disc.$530.9M
Employees7
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$598.6M
Non-Disc.$530.9M
Employees7
Clients0
DateDec 2024
Total AUM$1.1B
Discretionary$620.8M
Non-Disc.$493.7M
Employees7
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0