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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Encompass More Asset Management LLC
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|---|---|
| CRD # | 322382 |
| SEC # | 801-126102 |
| CIK # | 0002011218 |
| AUM | $581.9 M (2025-07-09) |
| Employees | 92 (83% Investors, 13% Brokers) |
| Phone | 925-272-8850 |
| Address | 390 Diablo Rd Danville, CA 94526 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 24.1 | ||
| World Currency Gold Trust | 14.0 | ||
| ETFS Gold Trust | 9.9 | ||
| Tesla Motors Inc | 7.7 | ||
| Apple Inc | 6.5 | ||
| Teucrium Commodity Trust | 6.3 | ||
| Nvidia Corp | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,928 | 419.3 |
| (b) Individuals (high net worth individuals) | 114 | 162.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,025 | 581.9 |
| By Discretionary | ||
| Discretionary | 4,025 | 581.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,025 | 581.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 581.9 | |
| Total | 4,025 | 581.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011218] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gerber LLC
✚
|
OH | 0.6 |
|
VSM Wealth Advisory LLC
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|
MD | 0.6 |
|
Satis Asset Management Ltd
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|
0.6 | |
|
Dream Capital Advisors LLC
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|
IL | 0.6 |
|
Weber Asset Management Inc
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|
NY | 0.6 |
|
Elevation Wealth Partners LLC
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|
CA | 0.6 |
|
ACT Two Investors LLC
✚
|
0.6 | |
|
The H Group Inc
✚
|
OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |
|
McGowan & Co LLP
✚
|
PA | 0.6 |