Naoko Moriya
Investment adviser representative at Encompass More Asset Management LLC
20 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
20 years in the industry.
- LegacyfiDec 2025 to now
- Nui LLCOct 2024 to now
- Encompass More Asset Management LLCMar 2024 to now
- Agencyfi LLCMar 2024 to now
- Encompass More Investments, LLCMar 2024 to now
- Ipros Insurance ProfessionalsMay 2023 to now
- Topsail LLCJan 2006 to now
- World Financial Group, Inc.Apr 2020 to Feb 2024
- Transamerica Financial Advisors, Inc.Mar 2020 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7359598
- Firm CRD
- 322382