ENCOMPASS WEALTH MANAGEMENT LLC

Overview

Encompass Wealth Management LLC is a small, independent RIA that concentrates on equity-driven portfolios for individual and family clients. The firm operates with an owner-type classified as individual and offers financial planning and portfolio management for individuals and small businesses. Its practice blends advisory services with insurance-broker activity, and it charges clients on a percentage-of-AUM fee model. Encompass is not positioned as an ESG-active manager, is not a multi-state adviser, and does not act as a capital allocator; instead it sources third-party alternative fund managers when clients need access to non-public strategies. The firm's investment posture is weighted to liquid equity instruments, with a clear preference for exchange-traded equities and ETFs as the core building blocks of client portfolios. For clients requiring broader diversification, Encompass supplements equity exposures with mutual funds and corporate debt and uses external alternative managers for private-market and hedge strategies. Portfolios are managed on a discretionary basis for the entirety of their AUM.

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