Maxwell Marc Boehm
Investment Adviser Representative at Encompass MORE Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Maxwell Marc Boehm is an investment adviser representative with Encompass MORE Asset Management LLC in New Berlin, WI, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including SCF Investment Advisors, Inc. and Global VIEW Capital Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Global VIEW Capital Management, LLCFeb 2019 – Jul 2023Waukesha, WI
- Health HUT Natural Foods, Inc.Aug 2018 – no end date reportedWest Allis, WI
- DU Charme Financial & Business Solutions, LLCJan 2019 – Jul 2023New Berlin, WI
- Uw-oshkoshSep 2013 – May 2018Oshkosh, WI
- DU Charme Financial & Business Solutions, LLCJul 2017 – Sep 2017New Berlin, WI
- Global VIEW Capital Insurance Services, LLCOct 2018 – Jul 2023Waukesha, WI
- Global VIEW Capital Advisors, LLCAug 2018 – Jul 2023Waukesha, WI
- SCF Investment Advisors, Inc.Jul 2023 – Oct 2024San Diego, CA
- Encompass MORE Asset Management LLCSep 2024 – no end date reportedDanville, CA
Official records & sources
Data as of August 10, 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
Client types the firm serves
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 profileOther advisors at Encompass MORE Asset Management LLC
Showing 12 of 86 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maxwell Marc Boehm 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.
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