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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.4
Moment Private Wealth logo

Moment Private Wealth

Saint Louis, MO · Firm website

219%AUM growth, 2024 to 2026
$357MAUM in the 2026 filing
239%client growth
7people at the firm

AUM by filing

$94M2023
$112M2024
$157M2025
$357M2026

Clients by filing

292023
312024
422025
1052026

Key people

  • Jacob TurnerFounding PartnerOwner · 6 years at the firm
    in
  • Luke TurnerFounder & PartnerOwner · 6 years at the firm
    in
  • Alex FlaugherDirector of Operations1 year at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth219%104%
  • Client growth239%43%
  • People77
  • AUM per person$51.0M$49.7M

Rank by measure

  • Official rankNo. 4219%
  • Client growthNo. 2239%
  • AUM added per personNo. 37$35.0M
  • AUM per personNo. 48$51.0M
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Moment Private Wealth: No. 4 on The Lean 100 (2026) — Private Wealth Daily