# Momentum Wealth Management

> Momentum Wealth Management (iPhone/iPad app by Momentum Wealth Management, Limited Liability Company.)

- Source: https://appshunter.io/ios/app/momentum-wealth-management/id6755309560 (this page in markdown: same URL + `.md`)
- Developer: [Momentum Wealth Management, Limited Liability Company](https://appshunter.io/developer/1853060354)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2025-11-16
- Data updated: 2026-05-18
- User reviews in markdown: https://appshunter.io/ios/app/momentum-wealth-management/id6755309560/reviews.md

## What is Momentum Wealth Management?

The Momentum Wealth app provides secure, mobile-first access to your personalized wealth strategy. From real-time portfolio monitoring to seamless communication with your advisory team, the app empowers clients to take control of their financial future with transparency and precision. 
 
 Built for discerning individuals and families, Momentum Wealth integrates sophisticated investment management, strategic tax planning, and multi-generational legacy solutions into one cohesive experience. Receive curated updates, quarterly insights, and custom reports, all aligned with your long-term vision. 
 
 Momentum Wealth Management is an independent advisory firm committed to fiduciary excellence and customized financial stewardship. Our app reflects the same high-touch, strategic partnership we deliver across every stage of your journey to financial independence.


## Version history (last 2 releases)

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.20.4 — 2025-11-17

No release notes.

## Related topics

[wealth management system limited](https://appshunter.io/ios/topics/wealth-management-system-limited)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-18.*