Wealth manager, independent · SAN Francisco, CA
Moment Partners, LLC
SEC-registered investment adviser · CRD 332691 · SEC 801-131017
At a glance
Moment Partners, LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $1.2B in regulatory assets under management as of its Form ADV filed September 4, 2026. It reports 412 individual clients, 216 of them high-net-worth, holding an average of about $2.2 million each, and 8 employees. That ranks it 919th among the nation’s 5,657 independent wealth management RIAs and 110th of 714 in California. It reports Wells Fargo as the custodian for its clients’ separately managed accounts.
Main office 415-523-6868momentpartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #919 of 5,657
- Rank among all SEC RIAs
- #4,875 of 17,210
- Rank in California
- #110 of 714
- Individual clients
- 412
- High-net-worth clients
- 216
- Accounts
- 1,516
- Discretionary
- 53% of AUM
- Employees
- 8
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Jason W. CohenMember, Managing Partner
- Scott H. HamptonMember
- Susan M BrodnickChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Moment Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 216 | $839M | 71% |
| Insurance companies | 1 | $235M | 20% |
| Individuals | 196 | $78M | 7% |
| Corporations or other businesses | 12 | $26M | 2% |
| Pension and profit sharing plans | 9 | $10M | <1% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Moment Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗momentpartners.com ↗
AtlasMembers
The full record on Moment Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 3,067 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| KWB WealthRedlands | $1.2B | 1,935 |
| Insight Wealth Strategies, LLCSAN Ramon | $1.2B | 584 |
| Centura Wealth AdvisorySAN Diego | $1.2B | 574 |
| Cheviot Value Management, LLCBeverly Hills | $1.2B | 578 |
| L & S Advisors, IncLOS Angeles | $1.2B | 1,054 |
| Atlas Capital Advisors Inc.SAN Francisco | $1.1B | 137 |
Background
Questions
How much does Moment Partners, LLC manage?
Moment Partners, LLC reports $1.2B in regulatory assets under management across 1,516 accounts, 53% of it on a discretionary basis, on its Form ADV filed September 4, 2026.
How many clients does Moment Partners, LLC have?
It reports 412 individual clients: 216 high-net-worth individuals and 196 other individuals. Individuals account for about 77% of its regulatory assets.
Where is Moment Partners, LLC headquartered?
Its main office is in SAN Francisco, California. It reports 1 office in total and 8 employees, 5 of whom perform investment advisory functions.
How does Moment Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Moment Partners, LLC use?
It reports Wells Fargo as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 4, 2026, it reports these amounts held: Wells Fargo ($1.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Moment Partners, LLC a hybrid RIA with a broker-dealer?
Moment Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Moment Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Moment Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Moment Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →