Erik Ong

Employer firm

Encompass More Asset Management LLC CRD 322382

$985M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 12/2022
  Verity Asset Management
  Durham, NC
• 10/2013 → Present
  Appreciation Financial
  San Diego, CA
• 08/2022 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2019-05-22 → 2022-11-30
  Verity Asset Management
  San Diego, CA
  Durham, NC

Other Businesses

1) EO Financial and Insurance Services; Investment-related; San Diego, CA; life insurance and annuities; owner, salesperson; start 04/2018; 120 hours per month, during trading hours; sales. 2) ERC Specialists, LLC; Not investment-related; San Diego, CA; Specialty payroll; Contractor; Contractor; 01/2022; 16 hours per month; 16 during market hours; Inform business owners of Employee Retention Credit and assist with qualification.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-09