Luke Andrew Turner
Investment adviser representative at Moment Private Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$357.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Moment Private Wealth, LLCMar 2021 to now
- Mosaic Family Wealth, LLCJun 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Moment Private Wealth
Legal name: Moment Private Wealth, LLC
$357.2MAssets managed
105Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6486767
- Firm CRD
- 313223