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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MOMENT PRIVATE WEALTH

MOMENT PRIVATE WEALTH, LLC, CRD 313223

SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebdf1b8d-6d92-99e5-73fe-d52e4d7f4e50

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Jan 30, 2024 to Aug 18, 2026
8 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $357MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $357M
Private client RAUM: $357MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $59.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 719
Individual clients: 40
High net worth clients: 65
Custody, client assets: $174M
SEC number: 801-129592
CRD: 313223
Filings on the tape: 8
First filed: Jan 30, 2024
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, MO
Website: momentprivatewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LUKE ANDREW TURNER	Certified Financial Planner	SAINT LOUIS, MO	5	10	1	no
Jacob Edward Turner	n/a	SAINT LOUIS, MO	5	10	1	no
Brendan James Fraleigh	n/a	CLAYTON, CA \| SAINT LOUIS, MO	2	13	1	no
Scott Everett Morrison	Certified Financial Planner	SAINT LOUIS, MO \| Wellington, FL	1	14	3	no
Karson David Westhoff	n/a	SAINT LOUIS, MO	0	10	n/a	no
ALEX MATTHEW FLAUGHER	n/a	SAINT LOUIS, MO	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Turner, Jacob, Edward	CO-OWNER, MEMBER	D	yes	02/2021	Jan 30, 2024	Mar 15, 2024
TURNER, LUKE, ANDREW	CO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER	C	yes	02/2021	Jan 30, 2024	Mar 15, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$357M	$357M	7	6	2	n/a	n/a
2024	Mar 24, 2025	$157M	$157M	3	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$357M	$157M	127.9%	n/a	n/a	7	3	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MOSAIC FAMILY WEALTH, LLC	2	Mar 24, 2021	Apr 20, 2021	ST LOUIS, MO	Team lift out	RIA to RIA	16.7%

Relationships

Registered with (6)

← ALEX MATTHEW FLAUGHERAdvisorregistration: current employment
Mar 3, 2026 to presentfactForm ADV
← Karson David WesthoffAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← Scott Everett MorrisonAdvisorregistration: current employment
Jun 6, 2025 to presentfactForm ADV
← Brendan James FraleighAdvisorregistration: current employment
Mar 15, 2024 to presentfactForm ADV
← LUKE ANDREW TURNERAdvisorregistration: current employment
Apr 20, 2021 to presentfactForm ADV
← Jacob Edward TurnerAdvisorregistration: current employment
Apr 20, 2021 to presentfactForm ADV

Controls (2)

← TURNER, LUKE, ANDREWOwnerCO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER, ownership code C, individual
Jan 30, 2024 to Mar 15, 2024factForm ADV
← Turner, Jacob, EdwardOwnerCO-OWNER, MEMBER, ownership code D, individual
Jan 30, 2024 to Mar 15, 2024factForm ADV

Moved with (1)

← MOSAIC FAMILY WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Mar 24, 2021 to Apr 20, 2021factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Moment Private Wealth reported RAUM $357.2M, up 128% from $156.7M (2025-06-18 to 2026-03-24)
Form ADVobserved 4 days ago
$200M
Occurred
Jan 30, 2024
First Form ADV filing
Moment Private Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebdf1b8d-6d92-99e5-73fe-d52e4d7f4e50
First observed: Jan 30, 2024
Last observed: Aug 18, 2026 32 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.

MOMENT PRIVATE WEALTH

MOMENT PRIVATE WEALTH, LLC, CRD 313223

SAINT LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebdf1b8d-6d92-99e5-73fe-d52e4d7f4e50

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LUKE ANDREW TURNER

Certified Financial Planner

SAINT LOUIS, MO

Jacob Edward Turner

n/a

SAINT LOUIS, MO

Brendan James Fraleigh

n/a

CLAYTON, CA | SAINT LOUIS, MO

Scott Everett Morrison

Certified Financial Planner

SAINT LOUIS, MO | Wellington, FL

Karson David Westhoff

n/a

SAINT LOUIS, MO

n/a

ALEX MATTHEW FLAUGHER

n/a

SAINT LOUIS, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Turner, Jacob, Edward

CO-OWNER, MEMBER

yes

02/2021

Jan 30, 2024

Mar 15, 2024

TURNER, LUKE, ANDREW

CO-OWNER, CHIEF COMPLIANCE OFFICER, MEMBER

yes

02/2021

Jan 30, 2024

Mar 15, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$357M

n/a

2024

Mar 24, 2025

$157M

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%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$357M

$157M

127.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MOSAIC FAMILY WEALTH, LLC

Mar 24, 2021

Apr 20, 2021

ST LOUIS, MO

Team lift out

RIA to RIA

16.7%