David Madey Grzesk
Investment adviser representative at Encompass More Asset Management LLC
10 yearsExperience
2 statesRegistered in
$984.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Encompass More Asset Management LLCSep 2024 to now
- AflacFeb 2018 to now
- Scf Investment Advisors, Inc.Jul 2023 to Oct 2024
- Global View Capital Management, LLCMar 2020 to Jul 2023
- Global View Capital Insurance Services, LLCDec 2018 to Jul 2023
- Global View Capital Advisors, LLCNov 2018 to Jul 2023
- UnemployedFeb 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4044854
- Firm CRD
- 322382