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Andrew Lewis

Encompass More Asset Management LLC

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About Andrew Lewis

Andrew Lewis is an Investment Advisor Representative registered with the state of California. Andrew is currently employed by Encompass More Asset Management LLC and has been in the industry since November 2014. Andrew holds the Series 65 license, and is currently registered with the state of California. Andrew has previous work experience with Appreciation Financial and Verity Asset Management. Andrew's experience includes providing client services, writing applications, and informing business owners of the Employee Retention Credit.

Firm Information

Andrew Lewis 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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Andrew Lewis’s Registration & Firm History

CA

09/15/2022 - Present

Encompass More Asset Management LLC (Costa Mesa CA)

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Licenses & Designations

IA

Issued 12/16/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Lewis.
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