SourcingSourcing

MOMENT PRIVATE WEALTH, LLC

C21
CRD 313223·SEC 801-129592·SAINT LOUIS, MO
AUM
$357.2M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOMENT PRIVATE WEALTH, LLC
CRD
313223
SEC file #
801-129592
EIN
—
DBA names
Moment Private Wealth

Economics

AUM
$357.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$156.7M → $357.2M▲ +128%
Client mix
Individuals High Net Worth65
Individuals Other40

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
4 advisors → 6 advisors▲ +50%
Primary office
SAINT LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
momentprivatewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Turner, Jacob, Edward
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Turner, Jacob, Edward
TURNER, LUKE, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MOMENTPRIVATEWEALTH.COM
Rdap Domain Creation Date
2023-03-29T20:33:15Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.48
Soi Zip Pct 200k Plus
0.2824
Soi Zip Returns 200k Plus
2,960
Soi Zip Total AGI
2,569,268
Fdic Zip Total Deposits
169,546,393,000
Fdic Zip Branch Count
657
Fdic Zip Top Banks
Scottrade Bank
First Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Jefferson Bank and Trust CompanyCreve Coeur, MO
First BankCreve Coeur, MO
Fdic Zip HHI
3184.03
Fdic Zip Top Bank Share Pct
54.65
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-03-29T20:33:15Z
Rdap Domain Last Changed
2025-07-21T14:45:26Z
Rdap Nameservers
Ns61.domaincontrol.comNs62.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,174
Returns1,900
Stub 2
AGI52,798
Returns1,410
Stub 3
AGI77,966
Returns1,260
Soi Zip Total Business Income
75,577
Soi Zip Total Cap Gains
310,035
Soi Zip Total Dividends
155,831
Soi Zip Total Returns
10,480
Top Owner CRD
7286504
Trust Company Affiliate
No

People (6)

6
Turner, Jacob, Edward
IAR · Direct Owner · 62.5%
7286504
TURNER, LUKE, ANDREW
IAR · Direct Owner · 37.5%
6486767
Brendan James Fraleigh
IAR
7652093
Karson David Westhoff
IAR
8214557
ALEX MATTHEW FLAUGHER
IAR
6553051
Scott Everett Morrison
IAR
6855518