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Orawicha Suraniwongse

Investment Adviser Representative at Encompass MORE Asset Management LLC

San Diego, CACRD #6912801Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Orawicha Suraniwongse is an investment adviser representative with Encompass MORE Asset Management LLC in San Diego, CA, where they have been registered since 2025. They have worked in the securities industry since 2018 and were previously registered with Transamerica Financial Advisors, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
2 states and territories

California, Maryland

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/15/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 4/6/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/27/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Encompass MORE Asset Management LLCCurrent
2/14/2025 – San Diego, CA
Transamerica Financial Advisors, Inc.
2/12/2019 – 11/14/2024San Diego, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Transamerica Financial Advisors, Inc
    Mar 2018 – Oct 2024Johns Creek, GA
  2. World Financial Group, Inc.
    Jun 2017 – Nov 2024Johns Creek, GA
  3. OS Tax and Books
    Mar 2015 – no end date reportedSan Diego, CA
  4. Thai and Southeast Asian Association if California
    Jun 2017 – no end date reportedEscondido, CA
  5. 101domain, Inc.
    Jul 2020 – no end date reportedVista, CA
  6. Encompass More Investments
    Feb 2025 – no end date reportedDanville, CA
  7. Encompass More Asset Management LLC
    Feb 2025 – 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment Vehicles
Firm areas of expertise
Retirement PlanningFinancial SecurityIndividual ClientsEmployer ServicesAdvisor Services

Client types the firm serves

IndividualsHigh Net Worth

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 profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Orawicha Suraniwongse 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Orawicha Suraniwongse (Encompass MORE Asset Management)