Las Vegas, NV Office

Team
Updated today
Encompass More Asset Management LLC logo

Encompass More Asset Management LLC

Multi-team

Firm-wide stats for Encompass More Asset Management LLC

Total advisors

85

Across 54 offices

Clients per advisor

47 Low

Avg AUM per client

$245,730 Very Low

HNW client ratio

6% Low

About

Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement‑platform model services primarily to individual and high‑net‑worth clients. The firm manages roughly $985 million through about 85 advisers for approximately 4,000 clients and does not list corporate/business or charitable organizations among its client types.

The firm implements model‑based strategies that combine proprietary models and third‑party sub‑advisers accessed via the Amplify platform, with investment options that include equities, fixed income, mutual funds and ETFs, private placements, and, in some models, bitcoin futures or other digital‑asset related exposures. Encompass More uses quantitative, qualitative and fundamental analysis, operates with discretionary authority to hire or replace sub‑advisers, and offers retirement plan variants that are constrained to the available plan investment menus.

Distinctive features include serving as the investment manager to a private pooled vehicle (Encompass More Currency Alpha Fund LP) and offering accredited‑investor private placement access alongside traditional advisory programs, with side‑by‑side management of fund and advisory accounts. The firm is affiliated with a broker‑dealer and an insurance agency, integrates third‑party technology (Amplify for account services and Wealth for estate‑planning referrals), and maintains policies—such as restricting advisory purchases of mutual fund share classes that pay 12b‑1 fees to affiliates—to address potential conflicts of interest.

Based on Encompass More Asset Management LLC

Expertise

Private / alternative investments

Based on Encompass More Asset Management LLC

Location

Las Vegas NV

Advisors at this office

2

Advisors at this office

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Trevor T

Series 65

Las Vegas, NV

Encompass More Asset Management LLC

Trevor Trebbien is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at JBP Group and TLG. In addition to his advisory role, he is an insurance agent with JBP Group. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Private / alternative investments
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Donald M

Series 65

Las Vegas, NV

Encompass More Asset Management LLC

Donald Marino is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in the automotive sector for several years at various dealerships in Nevada. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that include proprietary models and third-party sub-advisers, offering a range of investment options from traditional equities and fixed income to private placements and digital asset exposures.

Private / alternative investments
View complete list of advisors at this office
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