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.

Firm class

independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.21 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$1.2BItem 5.F on the latest filing (2026-09-04); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$632M

Private client RAUM

$917MderivedItem 5.D individuals plus high net worth individuals

Private client share

77%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$297Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,516

Individual clients

196

High net worth clients

216

Custody, client assets

$99.4M

SEC number

801-131017

CRD

332691

Filings on the tape

8

First filed

Jul 30, 2024

Latest filed

Sep 4, 2026

Organised

Limited Liability Company, CA

• Occurred

  Nov 27, 2024
  Team lift-out

  2 advisors left Wells Fargo Advisors (Incline Village, NV) for Moment Partners, LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Jul 30, 2024
  First Form ADV filing

  Moment Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9fa0d029-2dc4-6d12-0bc7-eda7002ffc59

First observed

Jul 30, 2024

Last observed

Sep 4, 2026 15 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.