RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Ricardo Alejandro Leyva
- Title
- Financial Advisorreportedencompassmore.comfirm site, Sep 15, 2026
- Direct business phone
- 949-701-7365reportedencompassmore.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/ricardo-leyva-3591b962reportedencompassmore.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Encompass More Asset Management LLC independent RIA currentsince Nov 1, 2024 · Danville, Ca
- Elevated Capital Advisors, LLC independent RIAMay 16, 2023 to Oct 28, 2024 · Draper, Ut
- Oneamerica Securities, Inc. BD affiliatedNov 23, 2020 to Aug 5, 2022 · Indianapolis, In
- Mutual Of Omaha Investor Services, Inc. independent RIAJan 29, 2020 to Oct 16, 2020 · Phoenix, Az
- Elevated Capital Advisors, LLC to Encompass More Asset Management LLCleft Oct 28, 2024, registered Nov 1, 2024 (4 days) · RIA to RIA
- Oneamerica Securities, Inc. to Elevated Capital Advisors, LLCleft Aug 5, 2022, registered May 16, 2023 (284 days) · Affiliated broker-dealer or bank to independent RIA
- Mutual Of Omaha Investor Services, Inc. to Oneamerica Securities, Inc.left Oct 16, 2020, registered Nov 23, 2020 (38 days) · Other
- Ricardo Alejandro Leyva left Elevated Capital Advisors, Llc for Encompass More Asset Management Llc (registered 2024-11-01)Oct 28, 2024 · Advisor changed firm · fact
- Ricardo Alejandro Leyva left Oneamerica Securities, Inc. for Elevated Capital Advisors, Llc (registered 2023-05-16)Aug 5, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address