Brendan Fraleigh
Moment Private Wealth · Clayton, California
Brendan Fraleigh is a fee-only financial advisor at Moment Private Wealth in Clayton, California. Moment Private Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Moment Private Wealth |
|---|---|
| Based in | Clayton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $357.2M across 719 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7652093 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.momentprivatewealth.com |
How Brendan's firm compares
- Moment Private Wealth's average account is about $497,000, from its Form ADV (assets managed divided by 719 accounts).
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Questions about Brendan
Is Brendan Fraleigh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brendan holds no broker registration, and Moment Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brendan charge for financial advice?
Brendan's firm, Moment Private Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brendan Fraleigh based?
Brendan Fraleigh is based in Clayton, California.
Is Brendan Fraleigh registered with the SEC?
Yes. Brendan Fraleigh is registered as an investment adviser representative in CA (CRD 7652093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moment Private Wealth manage?
Moment Private Wealth reports $357.2M across 719 accounts in assets under management.
How do I contact Brendan Fraleigh?
Through Brendan's website, www.momentprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Clayton
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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