Moment Private Wealth, Llc
- Regulatory AUM
- $357M
- Discretionary
- $357M
- Clients
- 105
- Avg AUM / client
- $3.4M
- Accounts
- 719
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $12.1M | 3.38% |
| High net worth individuals | 65 | $345M | 96.6% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacob Edward Turner | Co Owner, Member | Feb 2021 (6y) | 50% – 75% | |
| Luke Andrew Turner | Co Owner, Chief Compliance Officer, Member | CFP | Feb 2021 (6y) | 25% – 50% |
| Brendan James Fraleigh | Registered representative | Mar 2024 (2y) | ||
| Scott Everett Morrison | Registered representative | CFP | Jun 2025 (1y) | |
| Karson David Westhoff | Registered representative | Feb 2026 (1y) | ||
| Alex Matthew Flaugher | Registered representative | Mar 2026 (0y) |
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) | 05/12/2026 | 935 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $335M (94% of AUM) May 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: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗