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 registered investment adviser organized as an LLC and in operation since 2014. The firm serves both individual and family clients as well as institutional relationships, offering fee-based portfolio management and financial planning. It operates with an owner-type listed as individual and charges clients a percentage of assets under management. The firm also conducts business as a registered representative of a broker-dealer and as an insurance broker. Encompass is not positioned as a capital allocator, does not identify as an active ESG investor, and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Matthew Yarbrough
Financial AdvisorCRD 6331852
Matthew Presjak
Lead Financial AdvisorCRD 1767195
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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