Ricardo Alejandro Leyva
Investment adviser representative at Encompass More Asset Management LLC
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Encompass More Asset Management LLCOct 2024 to now
- The QuantumAug 2022 to now
- Elevated Capital Advisors, LLCMay 2023 to Oct 2024
- Oneamerica Securities, Inc.Nov 2020 to Aug 2022
- American United LifeSep 2020 to Aug 2022
- Mutual of OmahaAug 2019 to Oct 2020
- Mutual of Omaha Investor ServicesAug 2019 to Oct 2020
- Jones Auto GroupJan 2019 to Aug 2019
- Heritage BlvdMay 2018 to Jan 2019
- Premier Auto CenterApr 2011 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 7179717
- Firm CRD
- 322382