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Derek John Gaertner

Investment adviser representative at The Informed Momentum Company LLC
19 yearsExperience
1 stateRegistered in
$1.5BFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. The Informed Momentum Company LLCJan 2026 to now
  2. Eam Investors, LLCSep 2007 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (CA).

The Informed Momentum Company LLC

$1.5BAssets managed
7Clients
3Advisers
17 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
5073232
Firm CRD
144908
Advisor's SEC record (opens in a new tab)
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