Christopher Wacker

Encompass More Asset Management LLC

24 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Encompass More Asset Management LLC

Compensation

Fee-Only (AUM)

Firm Size

66 advisors

Number of Clients

4,042 clients

Average Client Portfolio

$144K average

Assets Under Management

$581.9M

Fee Structure

Financial Planning:Included in AUM fee

Location

390 Diablo Rd, Suite 100, Danville, CA, 94526

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History

Regulatory History (2)

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Regulatory

July 2016

Final

Employment Separation After Allegations

May 2015

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Christopher is a licensed independent insurance agent and owns rental real estate since 1978, dedicating minimal time to it. He also works for UPS (about half his time) and Dayton Freight (about half his time), and assists with service requests for Guardian Life Insurance (a few hours per week).

Employment History

Current Registrations

Encompass More Asset Management LLC

September 2024 - Present · 1 yr 5 mos

Park Avenue Securities LLCBroker

May 1999 - May 2015 · 16 yrs

Guardian Investor Services CorporationBroker

June 1998 - May 1999 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.