Encompass Wealth Advisors, LLC
Encompass Wealth Advisors, LLC is an SEC-registered mass-market adviser in Portland, OR with $472.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Encompass Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170807, SEC 801-79393, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $472.8M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Portland, OR
- Employees
- 5
- Clients
- 1,343
- CRD
- 170807
- Ownership
- MINSHALL, MARY, ELIZABETH; URBAN, WALTER, MARSHALL; CLOUSER, DERRICK, J; PRESJAK, MATTHEW, GIBSON; WILLIAMS, COLIN, HARRINGTON
How much AUM does Encompass Wealth Advisors, LLC have?
Encompass Wealth Advisors, LLC reported $472.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Encompass Wealth Advisors, LLC?
Disclosed owners and executives of Encompass Wealth Advisors, LLC include MINSHALL, MARY, ELIZABETH, URBAN, WALTER, MARSHALL, CLOUSER, DERRICK, J, PRESJAK, MATTHEW, GIBSON, WILLIAMS, COLIN, HARRINGTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.