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ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807File 801-79393
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$472.8M
Above cohort median (national)
Discretionary AUM
$425.5M
Non-discretionary $47.3M
Clients
1,343
1,343 accounts
Employees
5
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 24, 2014
- Principal office
- 15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, 97224
- Phone
- (971) 371-3451
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $472.8M
- Discretionary AUM
- $425.5M
- Non-discretionary AUM
- $47.3M
- Discretionary accounts
- 834
- Non-discretionary accounts
- 509
- Total accounts
- 1,343
- AUM per client
- $352K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 601 | $403.9M |
| Pension and profit sharing plans | 71 | $15.8M |
| Individuals (other than high net worth individuals) | 671 | $53.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.