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ENCOMPASS MORE ASSET MANAGEMENT LLC

DANVILLE, CA · CRD 322382 · IAPD ↗ · 925-272-8850

$984.9MRegulatory AUM
85Advisory reps
108Employees
28Clients
26-50Planning clients
2Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
July 2026 — ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in ND, RI, SD, VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2026 — ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — ENCOMPASS MORE ASSET MANAGEMENT LLC added office(s): 12 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — ENCOMPASS MORE ASSET MANAGEMENT LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — ENCOMPASS MORE ASSET MANAGEMENT LLC now reports custody of client assets ($5.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
71
April 2026 — ENCOMPASS MORE ASSET MANAGEMENT LLC reported RAUM up 69% ($581.9M -> $984.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2026 — ENCOMPASS MORE ASSET MANAGEMENT LLC grew from 76 to 85 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2025 — ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
December 2025 — ENCOMPASS MORE ASSET MANAGEMENT LLC now reports 1 private fund(s) ($1.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
78
December 2025 — ENCOMPASS MORE ASSET MANAGEMENT LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
53
July 2025 — ENCOMPASS MORE ASSET MANAGEMENT LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in MT, PR, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ENCOMPASS MORE ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($228.5M -> $581.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
April 2025 — ENCOMPASS MORE ASSET MANAGEMENT LLC grew from 43 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
November 2024 — ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in DC, HI, ID, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — ENCOMPASS MORE ASSET MANAGEMENT LLC added office(s): 8 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
September 2024 — ENCOMPASS MORE ASSET MANAGEMENT LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — ENCOMPASS MORE ASSET MANAGEMENT LLC added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2024 — ENCOMPASS MORE ASSET MANAGEMENT LLC reported RAUM up 102% ($113.3M -> $228.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
March 2024 — ENCOMPASS MORE ASSET MANAGEMENT LLC grew from 32 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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