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Adam Jon Moeller

Encompass More Asset Management LLC

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About Adam Jon Moeller

Adam Moeller is an Investment Advisor Representative with Encompass More Asset Management LLC. Adam has been in the financial industry since 2004 and holds the Series 7 and Series 66 licenses. Adam has experience with both AXA Advisors, LLC and Taylor Capital Management Inc. before joining Encompass More Asset Management LLC in 2023. In addition to providing investment advisory services, Adam Moeller is also an Independent Insurance Agent, selling a range of insurance products through AJM Financial LLC.

Firm Information

Adam Moeller is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Moeller’s Registration & Firm History

CO

05/30/2023 - Present

Encompass More Asset Management LLC (Denver CO)

CO

01/06/2014 - 05/07/2014

TAYLOR CAPITAL MANAGEMENT INC. (GREENWOOD VILLAGE CO)

CA

01/20/2011 - 12/13/2011

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

CO

09/22/2004 - 11/06/2009

AXA ADVISORS, LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 10/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Jon Moeller.
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