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ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807 · SEC 801-79393
15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, 97224, United States
Phone
(971) 371-3451
Fax
(971) 371-3451
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$472.8M
Discretionary AUM
$425.5M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 671 | $53.1M |
| High net worth individuals | 601 | $403.9M |
| Pension/profit sharing plans | 71 | $15.8M |
States served
AZ, CA, OH, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD