| Name | Title | Ownership | Since |
|---|---|---|---|
| Colin Harrington Williams Control | Managing Member | 25-50% | 2014 |
| Mary Elizabeth Minshall Control | Managing Member | 5-10% | 2014 |
| Matthew Gibson Presjak Control | Managing Member | 25-50% | 2014 |
Encompass Wealth Advisors, LLC reports $413.3 million in regulatory assets under management on its Form ADV.
Encompass Wealth Advisors, LLC reports 5 employees.
Encompass Wealth Advisors, LLC is based in Portland, OR and has been SEC-registered since 2014.
Encompass Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224 |
| Phone | (971) 371-3451 |
| Fax | (971) 371-3451 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1849614 |
| Discloses disciplinary history | No |
| Discretionary | $374.3M |
| Non-discretionary | $39M |
| Total (RAUM) | $413.3M |