Encompass More Asset Management LLC

Firm record

As recorded in SEC IAPD

Firm CRD

322382

SEC number

801-126102

Firm type

RIA

Assets under management

$984.9M as of Jun 15, 2026

Website

www.linkedin.com/company/encompassmore ↗

Phone

925-272-8850

Address

390 Diablo Rd, Danville, CA, 94526

Advisors at this firm

64 in our index · page 2 of 2

• Ginger A. NoteboomCRD 4908824 · Gilbert, AZ
  IA Registered
• Erik OngCRD 7123840 · San Diego, CA
  IA Registered
• Jay Robert PenneyCRD 1146552 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Benjamin Joseph PersynCRD 7889252 · Reno, NV
  IA Registered
• Michael Anthony PortincasoCRD 2860028 · Crystal Lake, IL
  IA Registered
• Christopher Raymond ReidCRD 5494545 · Roseville, CA
  IA Registered
• Alex Mckinley StevensonCRD 6428907 · Potomac Falls, VA
  IA RegisteredRegistration inactive
• Genevieve Brianna StrenskiCRD 8175292 · Green Bay, WI
  IA Registered
• James Alexander SayasCRD 5637553 · New Berlin, WI
  IA Registered
• Christopher Stewart Andrew SmithCRD 7987737 · Warrenton, VA
  IA Registered
• Michael SolariCRD 7771940 · Danville, CA
  IA Registered
• Scott Jason ThielCRD 8138056 · Portland, OR
  IA Registered
  Disclosure event(s) on record
• Apris WalkerCRD 7156280 · Abington, PA
  IA RegisteredRegistration inactive
• Christopher WackerCRD 3028507 · New Berlin, WI
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.