Adam Jon Moeller
Investment Adviser Representative at Encompass MORE Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Jon Moeller is an investment adviser representative with Encompass MORE Asset Management LLC in Denver, CO, where they have been registered since 2023. They have worked in the securities industry since 2009 and have been registered with 6 firms, including Foundations Investment Advisors LLC and Wealth Watch Advisors, LLC. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AJM FinancialOct 2009 – no end date reportedDenver, CO
- Wealth Watch Advisors LLCJul 2016 – Nov 2017Greenwood Village, CO
- Foundations Investment Advisors, LLCNov 2017 – Apr 2023Scottsdale, AZ
- Encompass MORE Asset Management LLCMay 2023 – no end date reportedDanville, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Encompass MORE Asset Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning services, products, and platforms aimed at helping clients achieve a comfortable retirement lifestyle
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 86
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Danville, CA
- SEC file number:
- 801-126102
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 15, 2026
View full firm profileOther advisors at Encompass MORE Asset Management LLC
Showing 12 of 86 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Jon Moeller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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