Momentum Private Wealth Management

Momentum Private Wealth Management (CRD# 305502) is a financial advisory firm headquartered in Cedar Park, TX. They manage $35,172,210 in 131 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
921 W. New Hope Drive, Suite 104, Cedar Park, TX 78613
https://momentumpwm.com/
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $268,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Momentum Private Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Austin Hon, financial advisor Cedar Park TX
Austin P. Hon
CRD#: 5443063
Cedar Park, TX

Austin Hon (CRD# 5443063) is an Investment Advisor Representative working at Momentum Private Wealth Management in Cedar Park, TX and has 1 year of experience in the finance industry.

2
Donald Rudy, financial advisor Cedar Park TX
Donald R. Rudy
CRD#: 7649529
921 W. New Hope Drive, Suite 104, Cedar Park, TX 78613

Donald Rudy (CRD# 7649529) is an Investment Advisor Representative working at Momentum Private Wealth Management in Cedar Park, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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