SAINT LOUIS, MOCRD 313223Latest ADV March 24, 2026
Moment Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated March 24, 2026, reports $357M in regulatory assets under management, 7 employees, 2 offices, and 719 accounts.
Assets Under Management
$357M
Employees
7
Offices
2 offices
Total Clients
105
Primary office
SAINT LOUIS, MO
2 CITYPLACE DRIVE, 2ND FLOOR, SAINT LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.9% of total clients.
Top client categories% of clientsClients
1
HNWI
61.9%
65
2
Individuals
38.1%
40
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$357Mas of March 24, 2026
Discretionary100.0%
$357M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$357M
Total Accounts719
10Y AUM Change+$245M (+218.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee15:1
10Y Employee Change+4 (+133.3%)
* 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.