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MOMENTUM WEALTH PLANNING, LLC, CRD 331563
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DAVID ERNEST FLANDERS | n/a | ESTERO, FL | 1 | 36 | 3 | no |
| BLAKE DAVID FLANDERS | Certified Financial Planner | ESTERO, FL | 1 | 14 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FLANDERS, BLAKE, DAVID | CHIEF OPERATING OFFICER | Na | yes | 07/2024 | Jul 29, 2024 | Dec 13, 2024 |
| FLANDERS, DAVID, ERNEST | MANAGING DIRECTOR | E | yes | 07/2024 | Jun 12, 2024 | Dec 13, 2024 |
| MCCARTHY, MICHELLE, ANNE | CHIEF COMPLIANCE OFFICER | Na | no | 10/2024 | Nov 5, 2024 | Dec 13, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 | $205M | $205M | 2 | 2 | 1 | n/a | n/a |
| 2024 | Apr 8, 2025 | $168M | $168M | 2 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $205M | $168M | 22.1% | n/a | n/a | 2 | 2 | 1 | 0 |