Aaron Boyce
Investment adviser representative at Encompass More Asset Management LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Encompass More Asset Management LLCMay 2024 to now
- Boyce Financial ServicesAug 2023 to now
- Boyce Wealth ManagementAug 2023 to now
- Multiplan/benefits Science TechnologiesApr 2009 to now
- Ae Wealth Management, LLCSep 2023 to Apr 2024
- Mercer Global AdvisorsNov 2021 to Jan 2023
- Lake Point Wealth Management, LLCApr 2014 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6332279
- Firm CRD
- 322382