Encore Wealth Advisors, LLC

RIASEC Registered
Total AUM
$12.3M
Discretionary
$12.3M
100% of AUM
Avg account
$424K
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
115336
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI82.39%
  • Corporations / Businesses9.01%
  • Individuals8.59%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Encore Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm advises individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Fee arrangements are billed on an hourly or fixed‑fee basis rather than an asset‑based percentage; the firm is not set up as a capital allocator and does not position itself as an ESG investor. Encore is not registered as a multi‑state adviser and is not described as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Investment Grade Corp Bonds 21%, US Government Bonds 5%, Cash & Cash Equivalents 4%, Exchange Traded Equities 1%69%
  • Public Funds/Mutual Funds69%
  • Investment Grade Corp Bonds21%
  • US Government Bonds5%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • Mark Stempel

    Mark Stempel

    Holistic Financial AdvisorCRD 2381666

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth