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ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD 322382 · SEC 801-126102
390 DIABLO RD, SUITE 100, DANVILLE, CA, 94526, United States
Phone
925-272-8850
Fax
510-509-3471
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$984.9M
Discretionary AUM
$984.9M
Team
108 total employees; 85 advisory reps; 28 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3748 | $515.3M |
| High net worth individuals | 260 | $469.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/encompassmore/
- https://Boycewm.com
- https://Myajmfinancial.com
- https://Skylinefinancialpartners.com
- https://Ducharmewealth.com
- https://www.Harvestwellfp.com
- https://Tdc.financial
- https://airbornefinancial.com
- https://lumarraadvisors.com
- http://www.encompassmore.com
- https://www.defreecefinancial.com/
Official SEC filing: View on IAPD