Momentum Wealth Planning, Llc
- Regulatory AUM
- $205M
- Discretionary
- $205M
- Clients
- 127
- Avg AUM / client
- $1.6M
- Accounts
- 378
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 68 | $25.1M | 12.3% |
| High net worth individuals | 49 | $175M | 85.5% |
| Charitable organizations | 2 | $1.5M | 0.74% |
| Corporations and other businesses | 3 | $149K | 0.07% |
| Other | 5 | $2.9M | 1.4% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blake David Flanders | Chief Operating Officer | CFP | Jul 2024 (2y) | Less than 5% |
| David Ernest Flanders | Managing Director | Jul 2024 (2y) | 75% or more | |
| Mccarthy, Michelle, Anne | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $205M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗