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ENCOMPASS WEALTH MANAGEMENT LLC
CRD 152987
1870 W WINCHESTER ROAD, SUITE 148, LIBERTYVILLE, IL, 60048, United States
Phone
847-247-0064
Fax
847-327-3157
Registration
— (—)
Source
State registered
Total AUM
$11.1M
Discretionary AUM
$11.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INSURANCE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $80K |
| High net worth individuals | 7 | $11.0M |
All web addresses on file
Official SEC filing: View on IAPD