SEC Form ADV · CIK 1849614

ENCOMPASS WEALTH ADVISORS, LLC

Registered Investment AdviserOR
$472.8M
Assets Under Management
5
Employees
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Registration Details

CIK
1849614
Accession
crd-170807
Location
PORTLAND, OR
Filing Date
August 27, 2026
AUM
$472.8M
Institutional Clients
71
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

ENCOMPASS WEALTH ADVISORS, LLC is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $472.8M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.