Encompass Wealth Advisors, LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 170807
- Registered since
- March 24, 2014
- Website
- encompasswa.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.42%
- Individuals11.24%
- Pension & Profit Sharing Plans3.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Encompass Wealth Advisors, LLC is an independent, SEC-registered advisory firm organized as an LLC and operating under an individual ownership structure. The firm charges clients on a percentage-of-AUM basis and serves both individual and family clients as well as institutional relationships. Core advisory services include financial planning and portfolio management for individuals and small businesses. In addition to its RIA activities, the firm maintains broker-dealer registration activity and acts as an insurance broker. Encompass does not identify as an active ESG investor and is not positioned as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Owners & executives
1 of 1
Michelle Eldridge
Chief Compliance OfficerCRD 4143449
Contacts
3 of 4
Mary Minshall
Senior Client Relationship ManagerCRD 4073837
Matthew Yarbrough
Financial AdvisorCRD 6331852
Colin Williams
Financial Advisor / Managing PrincipalCRD 4857859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$255M in ETFs
93%
$237M
7%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $50.7M | 368,443 | 19.89% |
Location
Portland, OR
Washington
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 15350 Sw Sequoia Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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