LP Profile

Encompass Wealth Advisors

Also known as encompass wealth

Wealth ManagerPortland, United StatesFounded 2014
$411M
Assets Under Management
Portland
Headquarters
Investment Focus

About Encompass Wealth Advisors

Encompass Wealth Advisors is a wealth manager based in Portland, US. Founded in 2014. Reported AUM: 411 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Encompass Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$472.8M
Total Clients
1,343
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Encompass Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Encompass Wealth Advisors?

Encompass Wealth Advisors is a wealth manager based in Portland, United States, managing approximately $411M in assets.

Where is Encompass Wealth Advisors headquartered?

Encompass Wealth Advisors is headquartered in Portland, United States.

How much does Encompass Wealth Advisors manage?

Encompass Wealth Advisors manages approximately $411M in assets under management.

When was Encompass Wealth Advisors founded?

Encompass Wealth Advisors was founded in 2014.

How can I contact Encompass Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for Encompass Wealth Advisors are available on LPbacked. Create a free account to access them.