AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
Austin Paul Hon

Austin P. Hon

MOMENTUM PRIVATE WEALTH MANAGEMENT
CEDAR PARK, TX
Some features on this profile are disabled
CRD#: 5443063
Austin Paul Hon

Professional summary


Austin Paul Hon, CFP® is a registered financial advisor currently at MOMENTUM PRIVATE WEALTH MANAGEMENT located in Cedar Park, Texas.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Austin has worked at 4 firms .

Biography


Austin Hon is the founder of Momentum Private Wealth Management and is a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, earning the certification in 2011. In his previous roles, he was a financial planner and Senior Wealth Advisor to a number of individuals in all stages of wealth and life planning.
top-8-questions

Question & Answer


What are your service offerings?
Retirement Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Corporate Executives
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Austin Paul Hon's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2011

Experience


Current

October 22, 2019 - Present

MOMENTUM PRIVATE WEALTH MANAGEMENT

Office #2: 1900 Cypress Creek Rd. Suite 100, Cedar Park, TX 78613
RIA
CRD#: 305502
CEDAR PARK, TX
Past

March 8, 2016 - August 14, 2019

DESTINATION WEALTH MANAGEMENT

RIA
CRD#: 110365
Austin, TX
Past

July 21, 2014 - February 29, 2016

LODESTAR PRIVATE ASSET MANAGEMENT LLC

RIA
CRD#: 107638
ALAMO, CA
Past

October 24, 2011 - November 28, 2014

CAPITAL GUARDIAN TRUST COMPANY

RIA
CRD#: 108236
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/7/2021)
IAR
Texas
(10/22/2019)

Exams


Current Firm


MOMENTUM PRIVATE WEALTH MANAGEMENT
MOMENTUM PRIVATE WEALTH MANAGEMENT
MOMENTUM PRIVATE WEALTH MANAGEMENT | MOMENTUM PRIVATE WEALTH MANAGEMENT LLC

CRD#: 305502 / SEC#:

California
Registered Investment Advisory firm - (1/7/2021 Approved)
Texas
Registered Investment Advisory firm - (10/22/2019 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1900 Cypress Creek Rd. Suite 100, Cedar Park, TX 78613
Mailing Address
Phone number
(512) 416-8085
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts191
AUM (Assets Under Management)$ 55,767,701

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MOMENTUM PRIVATE WEALTH MANAGEMENT

MOMENTUM PRIVATE WEALTH MANAGEMENT

CRD#: 305502Cedar Park, TX

TRUST BUT VERIFY

Monitor Austin Hon

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


(xxx) xxx-xxxx

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics