Encore Wealth Advisors
Encore Wealth Advisors is an SEC-registered mass-market adviser in Morris, MN with $121.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Encore Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336566, SEC 801-134311, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $121.7M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Morris, MN
- Employees
- 4
- Clients
- 464
- CRD
- 336566
- Ownership
- SCHAEFER, TIMOTHY, JOHN; Schaefer, Kristin, Kay; THE TIMOTHY J. SCHAEFER AND KRISTIN K. SCHAEFER LIVING TRUST
How much AUM does Encore Wealth Advisors have?
Encore Wealth Advisors reported $121.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Encore Wealth Advisors?
Disclosed owners and executives of Encore Wealth Advisors include SCHAEFER, TIMOTHY, JOHN, Schaefer, Kristin, Kay, THE TIMOTHY J. SCHAEFER AND KRISTIN K. SCHAEFER LIVING TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.