Momentum Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 28, 2026, reports $415M in regulatory assets under management, 10 employees, 2 offices, and 370 accounts.
Assets Under Management
$415M
Employees
10
Offices
2 offices
Total Clients
370
Primary office
NEW YORK, NY
1120 AVENUE OF THE AMERICAS, 4TH FLOOR, NEW YORK, NY, United States
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
220
2
HNWI
36.2%
134
3
Charitable
3.2%
12
4
NON-DISCRETIONARY INDIVIDUAL
0.8%
3
5
Pooled Investment Vehicles
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$415Mas of April 28, 2026
Discretionary99.5%
$413M
99% of total RAUM99.5%
Non-discretionary0.5%
$2M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$415M
Total Accounts370
10Y AUM Change+$347M (+513.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee37:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.