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Adam Moeller

Encompass More Asset Management LLC
17 Years of Experience
Denver, CO
Sells Insurance
View SEC Summary
View SEC Summary

Adam Moeller is a registered investment advisor at Encompass More Asset Management LLC, based in Denver, CO, with 17 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 4,008 clients with $980M in assets under management.

Encompass More Asset Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
85 advisors
Number of Clients
4,008 clients
Average Client Portfolio
$246K average
Assets Under Management
$984.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are based on a percentage of the average daily balance, never to exceed 2%, and are negotiable at the firm's discretion. Selected investment models typically incur additional management fees ranging from 0.25% to 1.00% for third-party sub-advisers or up to 0.70% for proprietary models.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4600 S. Syracuse Street, 9th Fl., Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an independent insurance agent with AJM Financial LLC, selling various insurance products including fixed annuities, life insurance, long-term care, and health insurance. This takes about 10-20% of his time.

Employment History
Current Registrations
Encompass More Asset Management LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Foundations Investment Advisors LLC
November 2017 - May 2023 · 5 yrs 6 mos
Wealth Watch Advisors, LLC
July 2016 - November 2017 · 1 yr 4 mos
Regal Investment Advisors LLC
September 2013 - August 2014 · 11 mos
Foresters Equity Services, INC.
December 2010 - December 2011 · 1 yr
AXA Advisors, LLC
October 2004 - November 2009 · 5 yrs 1 mo
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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