# Encompass Wealth Advisors, LLC

> Encompass Wealth Advisors, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 170807
- Filed as: ENCOMPASS WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170807
- AdvisorCensus page: https://advisorcensus.com/firm/encompass-wealth-advisors-llc-portland-or-170807

## Quick answers

**How is Encompass Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Encompass Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Encompass Wealth Advisors, LLC located?**
Encompass Wealth Advisors, LLC's principal office is in Portland, OR, according to its Form ADV.

**Is Encompass Wealth Advisors, LLC registered with the SEC or a state?**
Encompass Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170807.

**How much does Encompass Wealth Advisors, LLC manage?**
Encompass Wealth Advisors, LLC reports $472,778,228 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (90% discretionary).

**How have Encompass Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Encompass Wealth Advisors, LLC: Regulatory assets under management: $317,469,042 in the October 2021 data and $472,778,228 in the October 2026 data, up 49%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Encompass Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (671); high net worth individuals (601); pension and profit sharing plans (but not the plan participants or government pension plans) (71).

**Which custodians does Encompass Wealth Advisors, LLC use?**
Encompass Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Encompass Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170807

**Does Encompass Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "Encompass does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Encompass Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $413,314,010 to $472,778,228 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> Encompass does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $472,778,228
- Discretionary: $425,494,700
- Non-discretionary: $47,283,528

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 671 | $53,139,563 |
| High net worth individuals | 601 | $403,868,794 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 71 | $15,769,871 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- encompasswa.com
- facebook/ENCOMPASSADVISORSLLC
- instagram/ENCOMPASSWEALTHADVISORSLLC
- LinkedIn @ENCOMPASSWEALTHADVISORSLLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $317,469,042 | 6 | March 15, 2021 |
| October 2022 | $410,870,391 | 6 | March 2, 2022 |
| October 2023 | $281,546,072 | 5 | September 12, 2023 |
| October 2024 | $350,409,917 | 5 | March 6, 2024 |
| October 2025 | $413,314,010 | 5 | March 27, 2025 |
| October 2026 | $472,778,228 | 5 | August 27, 2026 |

Regulatory assets under management: $317,469,042 in the October 2021 data and $472,778,228 in the October 2026 data, up 49%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $413,314,010 to $472,778,228 (+14%).

### December 2025
- Registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Encompass Wealth Advisors, LLC (CRD 170807): Form ADV filing data as of October 2026.