SEC Form ADV · CIK 1849614

ENCOMPASS WEALTH ADVISORS, LLC

Registered Investment AdviserOR
$472.8M
Assets Under Management
1,343
Total Clients
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Registration Details

CIK
1849614
Accession
CRD-170807
Location
PORTLAND, OR
Filing Date
March 17, 2026
AUM
$472.8M
Total Clients
1,343
Amendment
No

About this Adviser

ENCOMPASS WEALTH ADVISORS, LLC is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $472.8M in assets across 1,343 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.