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Alayna Templeton

Encompass More Asset Management LLC

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About Alayna Templeton

Alayna Templeton is a financial advisor with Encompass More Asset Management LLC, based in Danville, CA. Alayna has a Series 65 license and is registered with the state of California. She has been in the financial services industry since 2019, and has experience with various investment products and strategies. Alayna specializes in portfolio management for individuals and is dedicated to helping her clients achieve their financial goals.

Firm Information

Alayna Templeton 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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Alayna Templeton’s Registration & Firm History

CA

01/01/2025 - Present

Encompass More Asset Management LLC (DANVILLE CA)

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Licenses & Designations

IA

Issued 06/17/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alayna Templeton.
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