ENCORE WEALTH ADVISORS

Legal name: ENCORE WEALTH ADVISORS, LLC

CRD 336566File 801-134311

APPROVED

Retail clients

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$121.7M

Bottom 25% of cohort (national)

Discretionary AUM

$121.6M

Non-discretionary $24K

Clients

464

1,004 accounts

Employees

Bottom 25% of cohort in MN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Sep 8, 2025
Principal office: 715 ATLANTIC AVENUE, MORRIS, MN, 56267
Phone: 320-288-4084
Website: https://www.facebook.com/EncoreWealthAdvisorsLLC/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $121.7M
Discretionary AUM: $121.6M
Non-discretionary AUM: $24K
Discretionary accounts: 1,003
Non-discretionary accounts: 1
Total accounts: 1,004
AUM per client: $262K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$561K
Charitable organizations	5	$1.6M
High net worth individuals	55	$44.1M
Pension and profit sharing plans	21	$12.2M
Individuals (other than high net worth individuals)	382	$63.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.