# Momentum Financial Strategies

Momentum Financial Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** momentumfinancialgroup.com

## Regulatory record

- **CRD number:** 315885
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315885

## About

MOMENTUM FINANCIAL STRATEGIES, LLC is a state-registered investment adviser in STAFFORD, TX. The firm manages approximately $1 million in regulatory assets, $130,000 on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What financial services does Momentum Financial Strategies offer?

As a registered investment advisor (RIA), Momentum Financial Strategies provides fiduciary financial advice, including portfolio management and wealth planning. Specific service offerings are not disclosed in public records.

### Is Momentum Financial Strategies regulated?

Yes, the firm is registered as an RIA with US securities regulators, meaning it operates under a fiduciary standard to act in clients' best interests. No disciplinary history is publicly available.

### Does Momentum Financial Strategies disclose its investment philosophy?

No public documents outline the firm's investment framework. Standard RIA practices suggest a focus on traditional asset allocation and risk management, but specifics remain undisclosed.

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Last updated: 2026-07-11T10:29:32.000Z

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