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RIA / WealthAdvisorCertified Financial Planner14 years in industry

AUSTIN PAUL HON

Advisor at MOMENTUM PRIVATE WEALTH MANAGEMENT

CEDAR PARK, TX

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Search this name across graphsid dfx:ria:c8ac6198-7caf-d5b5-d20b-a8e1fc5cfa0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOMENTUM PRIVATE WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Oct 24, 2011
Dual registered: no
IAPD individual key: 5443063

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOMENTUM PRIVATE WEALTH MANAGEMENT	State registered	Oct 22, 2019	n/a	yes	CEDAR PARK, TX\|CEDAR PARK, TX	Current employment
DESTINATION WEALTH MANAGEMENT	Independent wealth	Mar 8, 2016	Aug 14, 2019	no	WALNUT CREEK, CA\|Austin, TX	Previous registration
LODESTAR PRIVATE ASSET MANAGEMENT LLC	Independent wealth	Jul 21, 2014	Feb 29, 2016	no	ALAMO, CA	Previous registration
CAPITAL GUARDIAN TRUST COMPANY	Former SEC adviser	Oct 24, 2011	Nov 28, 2014	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DESTINATION WEALTH MANAGEMENT	MOMENTUM PRIVATE WEALTH MANAGEMENT	Aug 14, 2019	Oct 22, 2019	69	Firm change	RIA to state RIA
LODESTAR PRIVATE ASSET MANAGEMENT LLC	DESTINATION WEALTH MANAGEMENT	Feb 29, 2016	Mar 8, 2016	8	Firm change	Other
CAPITAL GUARDIAN TRUST COMPANY	LODESTAR PRIVATE ASSET MANAGEMENT LLC	Nov 28, 2014	Jul 21, 2014	-130	Firm change after gap	Other

Relationships

Registered with (4)

→ MOMENTUM PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Oct 22, 2019 to presentfactForm ADV
→ DESTINATION WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 8, 2016 to Aug 14, 2019factForm ADV
→ LODESTAR PRIVATE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 21, 2014 to Feb 29, 2016factForm ADV
→ CAPITAL GUARDIAN TRUST COMPANYRegistered adviserregistration: previous registration
Oct 24, 2011 to Nov 28, 2014factForm ADV

Dated events

No dated event names this entity yet.