Moment Private Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
Moment Private Wealth reports 105 clients. They include 65 high-net-worth individuals and 40 individual clients. Of its assets, 100.0% ($357M across 719 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 3% |
| High-net-worth individuals | 62% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $12.1M | 3.4% | $302K |
| High-net-worth individuals | 65 | $345M | 96.6% | $5.31M |
| Total | 105 | $357M | 100% | $3.4M |
- Clients
- 40
- Regulatory AUM
- $12.1M
- AUM share
- 3.4%
- Avg. per client
- $302K
- Clients
- 65
- Regulatory AUM
- $345M
- AUM share
- 96.6%
- Avg. per client
- $5.31M
Total
- Clients
- 105
- Regulatory AUM
- $357M
- AUM share
- 100%
- Avg. per client
- $3.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Moment Private Wealth charges 0.40%–1.00% a year for its Standard blended fee schedule. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 1.00% |
| $5M–$10M | 0.80% |
| $10M–$20M | 0.60% |
| $20M and above | 0.40% |
Fee details and sources
Other fees
- Retirement Plan Services
- Asset-based fee up to 1% a year, charged quarterly in advance, or flat fees generally from $2,500 to $10,000 a year.
Jacob Turner owns 50% to 75% of Moment Private Wealth. The leadership team of Moment Private Wealth includes Chief Compliance Officer Luke Turner. It has 7 employees, 6 of them in advisory roles.
Leadership
- Luke TurnerCo-Owner, Chief Compliance Officer, Member
- Jacob TurnerCo-Owner, Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Alex Matthew Flaugher
- Brendan James Fraleigh
- Scott Everett Morrison
- Jacob Edward Turner
- Luke Andrew Turner
- Karson David Westhoff
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Moment Private Wealth, LLC
Jacob Turner
Control person · since February 2021
- Owns 25% to 50% of Moment Private Wealth, LLC
Luke Turner
Control person · since February 2021
Moment Private Wealth’s regulatory assets grew 3.2× from $112M (March 2024) to $357M (August 2026); clients rose from 31 to 105 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $357M | 105 | 7 | 3 |
| June 2025 | $157M | 42 | 4 | 3 |
| March 2024 | $112M | 31 | 3 | 2 |
Besides its headquarters, Moment Private Wealth has 2 offices (2 private residences, listed without an address), with 1 listed address in Missouri.
Missouri · 1 listed address
- 2 Cityplace Drive, 2nd Floor, Saint LouisHQ
Contact and registration details
- Legal name
- Moment Private Wealth, LLC
- Headquarters
- 2 Cityplace Drive, 2nd Floor, Saint Louis, MO 63141
- Website
- momentprivatewealth.com
- Phone
- 636-591-1050
- @momentprivatewealth
- SEC file
- 801-129592
- Founded
- 2021
- Structure
- Missouri LLC
- Fiscal year end
- December
Moment Private Wealth uses Fidelity ($335M) as custodian for its separately managed accounts. Moment Private Wealth has custody of $174M in client assets for 56 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $335M100%
At year end, Moment Private Wealth’s separately managed accounts were mostly in funds (67%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds67%
- Bonds7%
- State and local bonds4%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash13%
How many clients does Moment Private Wealth have?
Moment Private Wealth has 105 clients and manages $357 million for them, as of August 2026. They include 65 high-net-worth individuals and 40 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Moment Private Wealth offer?
Moment Private Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Moment Private Wealth charge?
Moment Private Wealth charges 0.40%–1.00% a year for its Standard blended fee schedule. Each asset band is charged at its own rate. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $500,000.
Source: 2026-03-24 MOMENT PRIVATE WEALTH FORM ADV PART 2A, filed 24 March 2026
Which custodians does Moment Private Wealth use?
Moment Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $335M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Moment Private Wealth have?
Moment Private Wealth has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Moment Private Wealth invest in?
At the end of its last fiscal year, Moment Private Wealth’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 13% cash and equivalents, 4% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Moment Private Wealth have a minimum investment?
Yes, Moment Private Wealth’s minimum account size for its Standard blended fee schedule is $500K.
Source: 2026-03-24 MOMENT PRIVATE WEALTH FORM ADV PART 2A, filed 24 March 2026
Who owns Moment Private Wealth?
Moment Private Wealth’s direct owners are Luke Turner (25% to 50%) and Jacob Turner (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Moment Private Wealth get paid?
Moment Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Moment Private Wealth registered with the SEC?
Yes, Moment Private Wealth has been registered with the SEC as an investment adviser since 29 February 2024. Its CRD number is 313223 and its SEC file number is 801-129592.
Source: Form ADV Part 1A, Item 1, filed 18 August 2026; IAPD firm record
How do I contact Moment Private Wealth?
Moment Private Wealth’s main office is at 2 Cityplace Drive, 2nd Floor, Saint Louis, MO 63141. Its phone number is 636-591-1050. Its website is momentprivatewealth.com.