# Momentum Wealth

> Mobile access to Momentum Wealth Client Portal for account management and advisor communication. (iPhone/iPad app by Momentum Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/momentum-wealth/id1426089189 (this page in markdown: same URL + `.md`)
- Developer: [Momentum Wealth Management LLC](https://appshunter.io/developer/1426089188)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 27 MB
- Languages: English
- Released: 2018-08-15
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/momentum-wealth/id1426089189/reviews.md

## What is Momentum Wealth?

This app is designed to give you mobile access to your Momentum Wealth Client Portal. 

Your Momentum Wealth Client Portal will provide a secure way to view your account balances, activity and performance, download statements and tax forms, and run custom reports. You can also schedule appointments and contact your advisor directly from the app. 

**You must set up your Momentum Wealth Client Portal before logging into this app. To set up your Momentum Wealth Client Portal, or if you have trouble logging in, please contact us at (318) 538-1275 or hello@momentumwealth.us.**

## Key features

- View account balances, activity, and performance
- Download statements and tax forms
- Run custom reports
- Schedule appointments with advisor
- Contact advisor directly


## Frequently asked questions about Momentum Wealth

### How do I set up my Momentum Wealth Client Portal?

You must set up your Momentum Wealth Client Portal before logging into the app. Contact Momentum Wealth at (318) 538-1275 or hello@momentumwealth.us for assistance with setup or login issues.

### What devices does Momentum Wealth support?

Momentum Wealth is available on iPhone, iPad, and iPod. The app is compatible with iOS devices.

### Is Momentum Wealth secure?

The app provides a secure way to view your account balances, activity, and performance. Specific security protocols are not detailed, but it is designed for sensitive financial data.

### How often is Momentum Wealth updated?

The latest version, 5.4.0, was released on February 11, 2023. Updates are released periodically to improve functionality and security.

### What financial information can I access with Momentum Wealth?

You can view account balances, activity, and performance, download statements and tax forms, and run custom reports directly from the app.

### Can I communicate with my advisor through Momentum Wealth?

Yes, you can schedule appointments and contact your advisor directly from the app. This facilitates easy communication regarding your financial matters.

### What is the age rating for Momentum Wealth?

Momentum Wealth has an age rating of 4+. This indicates it is suitable for a wide range of users.

### Does Momentum Wealth have ads?

The provided data does not indicate the presence of advertisements within the Momentum Wealth app. It is listed as free with no mention of ads.

## Version history (last 1 release)

### 5.4.0 — 2023-02-11

Bug fixes and performance updates

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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 2026-06-10.*