SourcingSourcing

MOMENTUM WEALTH PLANNING, LLC

B58
CRD 331563·SEC 801-130666
AUM
$204.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$614K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOMENTUM WEALTH PLANNING, LLC
CRD
331563
SEC file #
801-130666
EIN
993491893
DBA names
Momentum Wealth Planning

Economics

AUM
$204.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$167.6M → $204.5M▲ +22%
Client mix
Individuals Other68
Individuals High Net Worth49
Other5
Corporations3
Charitable Organizations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
momentumwealthplanning.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FLANDERS, DAVID, ERNEST
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FLANDERS, DAVID, ERNEST
FLANDERS, BLAKE, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
MOMENTUMWEALTHPLANNING.COM
Rdap Domain Creation Date
2024-04-01T14:02:04Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002087652
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2025-09-24
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
4
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001765380-26-000179

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
18722 IVYWOOD PLACEESTERO, FL 33928
Business
18722 IVYWOOD PLACEESTERO, FL 33928
Edgar EIN
993491893
Edgar Recent Filings
13F-HR2026-05-07 · 0001765380-26-000179
13F-HR2026-01-28 · 0001765380-26-000044
Firm Has Custody
Yes
Rdap Domain Expiration Date
2027-04-01T14:02:04Z
Rdap Domain Last Changed
2026-03-17T15:11:16Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2052721
Trust Company Affiliate
No

People (3)

3
FLANDERS, DAVID, ERNEST
IAR · Direct Owner · 87.5%
2052721
FLANDERS, BLAKE, DAVID
IAR · Executive Officer · 2.5%
7634383
MCCARTHY, MICHELLE, ANNE
Executive Officer · 2.5%
7682269