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Momentum Wealth Planning
David Flanders, Manager
Momentum Wealth Planning provides tactical investment management and risk-managed investing services, primarily for retirees. The business focuses on helping clients navigate retirement planning with an emphasis on managing investment risk. The website mentions being 'Invested In Managing Risk' and offers tactical investment management for retirees.
Filed April 23, 2024 · Estero, FL · Indian River County
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See how it worksAbout Momentum Wealth Planning
Momentum Wealth Planning is a financial planning business (FLAL) registered on April 23, 2024 with the Florida Division of Corporations. The business is located in Estero, Florida 33928. Indian River County is its county of record. The record lists David Flanders as Manager.
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Filing Details
Verified Business Profile
SubcategoryRetirement Investment Management
Contact Information
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Verified Website Profile
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Officers / Authorized Persons
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Aug 18, 2025Frequently Asked Questions
When was Momentum Wealth Planning registered?
Momentum Wealth Planning was registered as FLAL on April 23, 2024 in Florida.
Where is Momentum Wealth Planning located?
Momentum Wealth Planning is based in Estero, FL, 33928, in Indian River County.
What type of business is Momentum Wealth Planning?
Momentum Wealth Planning is classified as a financial planning business (retirement investment management).
Is Momentum Wealth Planning still active?
According to the Florida Division of Corporations, Momentum Wealth Planning's current record status is "active".
Does Momentum Wealth Planning have an EIN on file?
No EIN was found on file for Momentum Wealth Planning at the time of registration.
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