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MOMENT ADVISORS, LLC
CRD 325262File 801-135805
APPROVED
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$56.3M
Bottom 25% of cohort (national)
Discretionary AUM
$56.3M
Clients
25
25 accounts
Employees
6
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 7, 2026
- Principal office
- 395 HUDSON STREET, FLOOR 10, NEW YORK, NY, 10014
- Phone
- (551) 775-2340
- Website
- HTTPS://WWW.MOMENT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $56.3M
- Discretionary AUM
- $56.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 25
- Non-discretionary accounts
- 0
- Total accounts
- 25
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 25 | $56.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SWEEP PROGRAM REVENUE FROM APEX
- A percentage of assets under your management
Advisory activities
- Securities recommendations
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.