Eliot Lehrman
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.
Eliot Lehrman is an investment adviser representative with Encompass MORE Asset Management LLC in Sherman Oaks, CA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Utah.
Registrations & licenses
- Investment adviser:
- California, Utah
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.
- Encompass More Asset Management LLCJan 2026 – no end date reportedDanville, CA
- Marvel StudiosDec 2014 – May 2020Burbank, CA
- Marvel StudiosMay 2020 – Feb 2022Burbank, CA
- Marvel StudiosFeb 2022 – Mar 2023Burbank, CA
- Self-EmployedMar 2023 – Sep 2024Sherman Oaks, CA
- Unified WealthSep 2024 – no end date reportedSt. Louis, MO
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. Eliot Lehrman 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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