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firm profile

Momentum Wealth Management

RIA Columbus, GA CRD 295689 Last verified October 2026

Overview

Momentum Wealth Management is a state registered investment adviser based in Columbus, GA, registered since 2018. It reports $64.6M in assets under management across 394 accounts, with 3 employees. It has 2 investment adviser representatives.

Reported AUM
$64.6M
Discretionary
100%
Accounts
394
Average account
$164K
Employees
3
Advisory reps
2
Registered since
2018
Jurisdictions
6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

Advisory reps 2 of 2

Location

Headquarters
1201 Front Ave Ste N
Columbus, GA 31901
County
Muscogee
Metro area
Columbus, GA-AL
Region
South

Registrations

  • State registered
  • Registered in 6 jurisdictions
  • Website: work-free.us

Every state, with registration dates

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