Karson David Westhoff
Investment adviser representative at Moment Private Wealth
10 yearsExperience
1 stateRegistered in
$357.2MFirm assets
2 yearsFirm in business
Are you Karson David Westhoff? Claim your profile
Contact this firm
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 WealthJan 2026 to now
- Focus Financial WealthJun 2025 to Aug 2025
- Propartners TeamSep 2024 to May 2025
- University of Missouri-columbiaAug 2023 to Dec 2025
- Bleigh's Construction CompanyMay 2023 to Aug 2024
- Hannibal Parks and RecreationMay 2021 to Aug 2022
- Hannibal High SchoolAug 2019 to May 2023
- Hannibal Middle SchoolAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 8214557
- Firm CRD
- 313223