Levi J. Allison

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CRD#: 7987227

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Levi Joshua Allison was a registered financial professional .

Levi is a previously registered financial professional and started their career in finance in 2024. Levi had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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) Independent Insurance Agent (2) AMM Global LLC, not investment related, 343 Blossom View Heights Somerset, PA. E-commerce sales, co-founder- member of the LLC, start date of April 24th, 2024, less than 20 hours monthly, zero hours during securities trading hours, researching products to sell online & marketing are main duties.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 18, 2024 - July 30, 2025

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA

CRD#: 322382

Vintondale, PA

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".

ENCOMPASS MORE ASSET MANAGEMENT LLC

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/13/2024

Uniform Investment Adviser Law Examination

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

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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

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	4,025
AUM (Assets Under Management)	$ 581,910,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Levi J. Allison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ENCOMPASS MORE ASSET MANAGEMENT LLC

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2024

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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