Maxwell Marc Boehm

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

• 02/2019 → 07/2023
  Global View Capital Management, Llc
  Waukesha, WI
• 08/2018 → Present
  Health Hut Natural Foods, Inc.
  West Allis, WI
• 01/2019 → 07/2023
  Du Charme Financial & Business Solutions, Llc
  New Berlin, WI
• 09/2013 → 05/2018
  Uw-Oshkosh
  Oshkosh, WI
• 07/2017 → 09/2017
  Du Charme Financial & Business Solutions, Llc
  New Berlin, WI
• 10/2018 → 07/2023
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 08/2018 → 07/2023
  Global View Capital Advisors, Llc
  Waukesha, WI
• 07/2023 → 10/2024
  Scf Investment Advisors, Inc.
  San Diego, CA
• 09/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2023-07-17 → 2024-10-17
  Scf Investment Advisors, Inc.
  Waukesha, WI
  San Diego, CA
• 2019-02-06 → 2023-07-18
  Global View Capital Management Llc
  New Berlin, WI
  Waukesha, WI
  New Berlin, WI

Other Businesses

[1] HEALTH HUT NATURAL FOODS, INC.; NOT INVESTMENT RELATED; ADDRESS: 2225 s. 108TH STREET, WEST ALLIS, WI 53227; NATURE: HEALTH FOOD & SUPPLEMENT RETAIL; POSITION: CLERICAL/ADMINISTRATIVE; STARTED: SEPTEMBER 2009; APPROX. 24 HRS/MONTH; APPROX. 18 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING AND STRATEGY FOR RETAIL OPERATIONS & HUMAN RESOURCES AND ADMINISTRATIVE FUNCTIONS. [2] THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS; NOT INVESTMENT RELATED; ADDRESS: 755 WOELFEL ROAD, BROOKFIELD, WI 53045; NATURE: CHARITY/NON-PROFIT ORGANIZATION; POSITION: VOLUNTEER WARD CLERK; STARTED: 10/2021; APPROX. 0 HRS/MONTH; APPROX. 0 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MANAGE MEMBERSHIP RECORDS, RECORD DONATIONS; EXPENSE REIMBURSEMENT (3) LICENSED INDEPENDENT INSURANCE AGENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-29

Other Names

• Maxwell M. Boehm
• Maxwell Boehm
• Max Boehm