Asset manager · Orem, UT
Momentum Wealth Management
Pesci Wealth Management LLC · SEC-registered investment adviser · CRD 343428 · SEC 801-137175
At a glance
Momentum Wealth Management is an SEC-registered investment adviser based in Orem, Utah, with $0 in regulatory assets under management as of its Form ADV filed September 25, 2026. By Form ADV it is a asset manager, ranked 3,005th of 3,218 asset managers and 16,990th of 17,210 SEC-registered advisers by assets.
Main office 801-655-4898retiremomentum.comAs filed on Form ADV
- Regulatory AUM
- $0M
- Rank among asset managers
- #3,005 of 3,218
- Rank among all SEC RIAs
- #16,990 of 17,210
- Rank in Utah
- #151 of 151
- Clients
- 0
- Accounts
- 0
- Discretionary
- 0% of AUM
- Employees
- 21
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- Nicolas J. PesciManaging Member
- John C. ClementCCO
Custody and brokerage
Custodian
Momentum Wealth Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Disciplinary disclosures
Momentum Wealth Management 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
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗retiremomentum.com ↗
AtlasMembers
The full record on Momentum Wealth Management
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 from each filing
- Locked
- Growth over one, three and five years
- Locked
- Rank against 626 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 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.
Background
Questions
How much does Momentum Wealth Management manage?
Momentum Wealth Management reports $0 in regulatory assets under management, on its Form ADV filed September 25, 2026.
What kind of firm is Momentum Wealth Management?
Momentum Wealth Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Does Momentum Wealth Management have any disciplinary history?
Momentum Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Momentum Wealth Management’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 (2026-09-25), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →