# Moment Private Wealth

Moment Private Wealth is a Multi Family Office based in Saint Louis, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Saint Louis, United States
- **Region:** North America
- **Address:** 2 Cityplace Drive 2nd floor, St. Louis, MO, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** www.momentprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/momentprivatewealth

## Regulatory record

- **CRD number:** 313223
- **SEC file number:** 801-129592
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313223

## About

Moment Private Wealth is a multi-family office and financial advisory firm focused solely on professional athletes and entrepreneurs. It provides income planning, tax planning, risk management, estate planning, investment management, and team coordination. The firm positions itself as a white-glove partner that coordinates with clients' full financial teams.

## Sectors

- Education
- Real Estate
- Private Equity

## People

- Jacob — Advisor
- Luke — Advisor

## Questions

### How does Moment Private Wealth source and vet private investment opportunities?

Moment describes a collaborative screening model where advisors review transactions on behalf of clients and integrate them into a wider financial plan. The firm does not disclose deal-sourcing channels publicly, though client reviews mention Jacob evaluating specific private investments and introducing entrepreneurs to business contacts — implying an origination network built through the firm’s own athlete and founder relationships rather than solely through third-party gatekeepers.

### What investment stages or asset classes does Moment Private Wealth typically access?

The firm’s public materials emphasize three lanes: long-horizon public-market investing, direct private-investment review, and real estate. Client testimonials reference estate planning and insurance as core planks. There is no disclosure of fund commitments, early-stage venture mandates, or alternative structures like interval funds, which marks Moment as a predominantly direct-reviewed, allocator-oversight model rather than a GP participant.

### Which sectors or client types does Moment explicitly avoid?

Moment’s website draws a hard boundary: it says it is not for prospects who want an advisor to pitch the latest shiny investments. Its intake process screens for athletes and entrepreneurs only, rejecting general high-net-worth inquiries. This narrow aperture means the firm intentionally does not serve multi-generational inheritors, corporate executives in W-2 careers, or institutional pools of capital outside those two lanes.

## Related profiles

- [Moment Frontier](https://altss.com/profile/moment-fintech)
- [Momentum Equity Partners](https://altss.com/profile/momentum-equity-partners)

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Last updated: 2026-08-11T15:07:26.757Z

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