Aaron S. Boyce

ENCOMPASS MORE ASSET MANAGEMENT LLC

Spring, TX

Some features on this profile are disabled

CRD#: 6332279

Professional summary

Aaron Sheldon Boyce, who also goes by Aaron Sheldon Boyce, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Spring, Texas.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Aaron has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aaron Sheldon Boyce

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Boyce Financial Services, Houston, Texas; Insurance Sales; President; start date: 08/2023; approx. 80 hours a month; approx. 80 hours during trading; Insurance Sales and Services. 2.) Multiplan/Benefits Science Technologies; not investment related; The Woodlands, Texas; Analytic Solutions; Business Development Consultant; start date; 04/2009; approx. 40 hours a month; approx. 40 hours during trading; Analytic solutions via software and automation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Sheldon Boyce's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2024 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA

CRD#: 322382

Spring, TX

Past

September 22, 2023 - April 12, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Spring, TX

Past

January 4, 2022 - January 18, 2023

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Heath, TX

Past

May 16, 2014 - June 9, 2022

LAKE POINT WEALTH MANAGEMENT, LLC

RIA

CRD#: 170398

HEATH, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/24/2014

Uniform Investment Adviser Law Examination

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382 / SEC#: 801-126102

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

390 Diablo Rd Suite 100, Danville, CA 94526

Mailing Address

Phone number

(925) 272-8850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (47 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	4,025
AUM (Assets Under Management)	$ 581,910,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Aaron S. Boyce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Sheldon Boyce's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENCOMPASS MORE ASSET MANAGEMENT LLC

AE WEALTH MANAGEMENT, LLC

MERCER GLOBAL ADVISORS INC.

LAKE POINT WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

ENCOMPASS MORE ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/2014

Current Firm

ENCOMPASS MORE ASSET MANAGEMENT LLC

Contact information

SEC notice filing (47 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors