ENCOMPASS WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$472,778,228
Discretionary
$425,494,700
Non-discretionary
$47,283,528
Firm details
- CRD number
- 170807
- SEC file number
- 801-79393
- Main office
- PORTLAND, OR, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.