San Diego, CA 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

48 Typical

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

San Diego CA

Advisors at this office

3

Advisors at this office

user avatar

Christina L

Series 63, Series 65

San Diego, CA

Encompass More Asset Management LLC

Christina Lawrence is a financial advisor at Encompass More Asset Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Signature Resources Capital Management, Mass Mutual Life Insurance Company, and Northwestern Mutual in various roles. Outside of her advisory work, she is a 50% owner of Jazznet Media, a production company involved in live performances, co-owned with her husband. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement-platform model services to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisors, employing model-based strategies that include equities, fixed income, private placements, and digital-asset exposures.

Private / alternative investments
user avatar

Erik O

Series 65

San Diego, CA

Encompass More Asset Management LLC

Erik Ong is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Encompass More since 2022, following a three-year tenure at Verity Asset Management and ongoing involvement with Appreciation Financial since 2013. Outside of advising, he owns and operates EO Financial and Insurance Services, a life insurance and annuities business, and works as a contractor with ERC Specialists, assisting business owners with Employee Retention Credit qualifications. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Private / alternative investments
user avatar

Orawicha S

Series 63, Series 65

San Diego, CA

Encompass More Asset Management LLC

Orawicha Suraniwongse is a financial advisor with Encompass More Asset Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Encompass More, Orawicha worked at Transamerica Financial Advisors and World Financial Group. Outside of advising, Orawicha is the owner of OS Tax and Books, providing accounting and tax services, and serves as an officer for the Thai and Southeast Asian Association of California, supporting cultural events and financial operations. 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 approximately $985 million through a team of 84 advisors and employs model-based strategies combining proprietary and third-party sub-advisers with a range of investment options including equities, fixed income, and private placements.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")