Michael Jonathan Floyd
Investment adviser representative at Encompass More Asset Management LLC
11 yearsExperience
1 stateRegistered in
$984.9MFirm assets
4 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Encompass More Asset Management LLCJul 2026 to now
- Sun Valley Advisory, LLCJun 2025 to now
- Pwa PartnersNov 2023 to now
- Creativeone Wealth, LLCMay 2023 to Mar 2025
- Ae Wealth Management, LLCAug 2022 to May 2023
- Jf Wealth AdvisorApr 2022 to Nov 2023
- Intelligent 401k, LLCNov 2020 to Jun 2022
- Bayntree Wealth Advisors, LLCFeb 2018 to Apr 2022
- Bayntree Planning Group, LLCDec 2015 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 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
- 2278133
- Firm CRD
- 322382