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MOMENTUM PRIVATE WEALTH MANAGEMENT
Momentum Private Wealth Management is a Fee-Only Wealth Management and Financial Planning firm. Austin Hon is a CFP® Professional and Fiduciary.
MOMENTUM PRIVATE WEALTH MANAGEMENT
Momentum Private Wealth Management is a Fee-Only Wealth Management and Financial Planning firm. Austin Hon is a CFP® Professional and Fiduciary. We offer full investment management services, retirement planning and financial planning services to suit your needs and life goals. Our mission is "To build a practical, transparent and realistic Wealth Management firm that serves the needs of the community. Inspiring individuals and families alike to take charge of their financial future, assign their assets a purpose and realize their financial goals with enthusiasm and passion. We plan to do this via the art of Financial Planning."
General information
Firm type
RIA
Frequently asked questions
Is Momentum Private Wealth Management a family office or an RIA?
Momentum Private Wealth Management is registered as an RIA (Registered Investment Advisor), based on its name and typical industry classification. It likely provides financial planning and investment management services to high-net-worth individuals, but it is not publicly identified as a single-family or multi-family office.
Who runs Momentum Private Wealth Management?
No named principals, founders, or executive team members are publicly available for Momentum Private Wealth Management. Public records do not disclose the individuals in leadership roles at the firm.
What assets does Momentum Private Wealth Management manage?
The firm has disclosed neither its assets under management nor any AUM band. There is no public record of its AUM from any regulatory filing, press report, or official communication.
Where does the wealth managed by Momentum Private Wealth Management come from?
The origin of the wealth managed by the firm is not publicly documented. Without disclosure of the firm's client base or founding fortune, no attribution can be made.
What investment approach does Momentum Private Wealth Management use?
The firm's investment approach is not publicly documented. No details on asset-class allocation, direct versus fund-based investing, or stage preferences are available.
Does Momentum Private Wealth Management conduct direct investments or fund commitments?
This is unknown from public records. The firm may engage in standard RIA practices of recommending funds or managing separate accounts, but no evidence of direct co-investments or fund-of-funds activity is public.
What is the firm's known posture on philanthropy or impact investing?
No public information exists about philanthropic structures, impact investing initiatives, or charitable foundations associated with Momentum Private Wealth Management.
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