Eliot Lehrman

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

• 01/2026 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 12/2014 → 05/2020
  Marvel Studios
  Burbank, CA
• 05/2020 → 02/2022
  Marvel Studios
  Burbank, CA
• 02/2022 → 03/2023
  Marvel Studios
  Burbank, CA
• 03/2023 → 09/2024
  Self-Employed
  Sherman Oaks, CA
• 09/2024 → Present
  Unified Wealth
  St. Louis, MO

Other Businesses

I am currently employed as a contractor for Unified Wealth, LLC, based at 701 Market Street, Suite 110, #1466, St. Louis, Missouri 63101. Unified Wealth is a business strategy, retirement, and financial services company that offers education and management related to business structuring, retirement planning, tax strategy, asset protection/management, and financial advisement. My title is Business Strategy Consultant, a position I started in September, 2024, and to which I devote approximately 200-250 hours per month, the majority of which are during securities trading hours. My role is to meet with clients to discuss and curate their optimal business structure and retirement savings plans, facilitating the sale and formation of proper business entities and retirement accounts, as needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-08

Other Names

• Eliot B. Lehrman