Adam Jon Moeller
Investment adviser representative at Encompass More Asset Management LLC
17 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
17 years in the industry.
- Encompass More Asset Management LLCMay 2023 to now
- Ajm FinancialOct 2009 to now
- Foundations Investment Advisors, LLCNov 2017 to Apr 2023
- Wealth Watch Advisors LLCJul 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4809101
- Firm CRD
- 322382