WD
Wanchira Disyaboot
ENCOMPASS MORE ASSET MANAGEMENT LLC
VALENCIA, CA 91355
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CRD#: 6190370
WD
Professional summary
Wanchira Disyaboot is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Valencia, California and ENCOMPASS MORE INVESTMENTS, LLC located in Burbank, California.
Wanchira is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Wanchira has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Tri Koon, Inc.; non-investment-related; 2295 S Hiawassee Road, Suite 100, Orlando, FL 32835; Pass-through entity for accounting purposes on personal life; fix and security business commission; President; Start 01/01/2021; 2hrs./wk. during trading hours; Management. 2) Ezio, Inc.; non-investment-related; 850 Beckville St. Duarte, CA 91010; IT Consulting; President; Start 01/13/2003; 2hrs/wk. during trading hours: IT Consulting. 3) Freedom Compass Insurance Solutions LLC; non-investment-related; 850 Beckville St. Duarte, CA 91010; Conducting sales of fixed, index and life & health insurance; CEO; Start 06/07/2024; 10hrs./wk. during trading hours; Conduct sales of fixed, index, and life and health insurance. 4) iPros Insurance Professionals; non-investment related; 101 N Orange Ave. D, West Covina, CA 91790; Referrals; Referral agent; Start: 12/21/2023; 1 hr./wk. during trading hrs./; Referral for health insurance and medicare. 5) Inheritguard LLC; not-investment related; 30 N Gould Street Ste 41954 Sheridan, WY 82801; Estate Planning/Living Trust; Referral Agent; Start: 06/14/2024; 0 hrs./wk. during trading hrs.; Referral for estate planning. 6) Thai American Chamber of Commerce of California (TCCC); Not investment related; 6607 Atlantic Ave Unit 46, Bell CA, 90201; Chamber of Commerce for Thai community; Officer; Start: 02/01/2025; 0 hrs./wk. during trading hrs.; Financial officer. 7) Encompass More Asset Management; Investment-Related; 390 Diablo Rd, Suite 100, Danville, CA 94526; Registered Investment Advisor; Investment Adviser Representative; Start: 06/25/2024; 30 hrs./wk. during trading hrs.; Helps clients manage investments, create financial plans, and achieve long-term financial goals while ensuring compliance and providing ongoing guidance. 8) Fourtune Guardian Financial; Not-investment related: 850 Beckville St., Duarte, CA 91010; Holding Company; Owner - 33.33%; Start: 09/01/2025; 0 hrs./month devoted to business; 0 hrs./month during trading hrs.; corporate secretary 9) Wealth Growth Solutions; Not-Investment related; 850 Beckville St., Duarte CA 91010; professional corporation for accounting purposes for broker/dealer and AUM commission override; Manager; Start: 09/01/2025; 0 hrs. devoted; 0 hrs. during trading hrs.; operations and back office. 10) Life 365 Insurance Solutions LLC dba iLife365; Not-investment related; 850 Beckville St., Duarte CA 91010; Insurance Agency for Life and Fixed business; Chief Operation Officer; Start: 01/01/2025; 10 hrs./month devoted to the business; 0 hrs./month during trading hrs.; business operation.
CRS (Client Relationship Summary) - RIA
Click below to view Wanchira Disyaboot's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 25, 2024 - Present
ENCOMPASS MORE ASSET MANAGEMENT LLC
Office #1: 28494 Westinghouse Place Suite 103, Valencia, CA 91355RIA
CRD#: 322382
VALENCIA, CA
Current
July 2, 2024 - Present
ENCOMPASS MORE INVESTMENTS, LLC
Office #1: 3900 W. Alameda Ave. Suite 1429, Burbank, CA 91505BD
CRD#: 318438
Burbank, CA
Past
February 27, 2014 - June 13, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
Pasadena, CA
Past
June 3, 2013 - June 13, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
Pasadena, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(6/25/2024)
RR
California(7/2/2024)
RR
Florida(7/26/2024)
RR
Georgia(10/10/2024)
RR
Illinois(8/29/2024)
RR
Maryland(10/1/2024)
RR
Ohio(10/10/2024)
IAR
Texas(6/25/2024)
RR
Texas(7/2/2024)
RR
Utah(7/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP
CRD#: 322382 / SEC#: 801-126102
RIA
Registered Investment Advisory firm - (7/14/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,025 |
| AUM (Assets Under Management) | $ 581,910,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ENCOMPASS MORE ASSET MANAGEMENT LLC
CRD#: 322382Valencia, CA 91355TRUST BUT VERIFY
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