Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

Vice President, Member · The Informed Momentum Company LLC

Joshua M. Moss

CRD 4217948 · Named on Form ADV at 2 SEC-registered advisers

At a glance

The Informed Momentum Company LLC, an SEC-registered asset manager based in Solana Beach, CA with $1.5 billion in regulatory assets, lists Joshua M. Moss on its Form ADV as Vice President, Member, a control person. The SEC filings also name Joshua at 1 other registered adviser.

Firms and roles

  • The Informed Momentum Company LLCVice President, MemberAsset manager · Solana Beach, CA · $1.5B in regulatory assets
  • Global IMC LLCVice President, Class B Common Unit HolderPrivate fund adviser · Solana Beach, CA · $790M in regulatory assets

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Travis T. PrenticeChief Investment Officer, Managing Member, The Informed Momentum Company LLC
  • Derek J. GaertnerChief Executive Officer, Chief Operating Officer, Member, The Informed Momentum Company LLC
  • Frank P. HurstPresident, Managing Member, The Informed Momentum Company LLC
  • Iris L. KellyChief Compliance Officer, The Informed Momentum Company LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.