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THE INFORMED MOMENTUM COMPANY LLC

SOLANA BEACH, CA · CRD 144908 · IAPD ↗ · informedmomentum.com · 760-479-5080

$1.49BRegulatory AUM
13Advisory reps
22Employees
13Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

57
April 2026 — THE INFORMED MOMENTUM COMPANY LLC reported RAUM up 36% ($1.10B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
20
April 2025 — THE INFORMED MOMENTUM COMPANY LLC changed its website from eaminvestors.com to informedmomentum.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
37
April 2025 — THE INFORMED MOMENTUM COMPANY LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — EAM INVESTORS, LLC is now doing business as THE INFORMED MOMENTUM COMPANY LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
April 2025 — THE INFORMED MOMENTUM COMPANY LLC crossed $1B in regulatory AUM ($932.6M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.