# Momentum Wealth Strategies

Momentum Wealth Strategies is an Asset Manager based in Coeur d'Alene.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Coeur d'Alene
- **Assets under management:** Undisclosed
- **Website:** https://momentumwealthstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/momentumws

## Regulatory record

- **CRD number:** 334046
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334046

## About

MOMENTUM WEALTH STRATEGIES is a state-registered investment adviser with $68 million in regulatory assets under management. The firm manages $58 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Services
- Private Wealth

## Questions

### What investment philosophy drives asset allocation at Momentum Wealth Strategies?

The firm applies momentum and trend-following signals to tilt portfolios across asset classes, departing from static strategic allocations. Its investment committee reconvenes weekly to adjust risk exposures based on macroeconomic and market regime indicators.

### Does Momentum Wealth Strategies build portfolios using individual securities, funds, or both?

The firm constructs portfolios using direct indexing for equity sleeves, combining individual securities with ETFs for broad asset-class exposure. Alternative allocations — including private credit and real estate — are accessed through institutional fund vehicles.

### How does the firm address downside risk for client portfolios?

Downside protection is embedded through systematic risk overlays and tactical shifts into defensive fixed-income sectors when trend signals deteriorate. The investment committee's weekly meeting cadence is designed to shorten the response time to deteriorating market conditions.

### How is the firm's investment governance structured?

An internal investment committee holds voting authority over tactical allocation changes, replacing a single-manager decision model. This requires documented rationale for every portfolio shift and creates an institutional process within a boutique advisory setting.

## Related profiles

- [Netz-Gaia Partners Israel](https://altss.com/profile/netz-gaia-partners-israel-ltd)

---

Last updated: 2026-07-08T23:50:34.458Z

Canonical page: https://altss.com/profile/momentum-wealth-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology