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Building 2ENCOMPASS WEALTH ADVISORS, LLC

Map pinPORTLAND, OR
Phone(971) 371-3451
NotebookSEC #801-79393
Total AUM
$472.8M
Employees
5
Clients
1,343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND
OR 97224
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
(971) 371-3451

ReceiptFinancials

Total AUM
$472.8M
Accounts
1,343
Discretionary
$425.5M
Accounts
834
Non-Discretionary
$47.3M
Accounts
509

ContactClients

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Individual Clients
671
AUM
$53.1M
HNW Individual Clients
601
AUM
$403.9M
Pension/Profit Sharing Plan Clients
71
AUM
$15.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAOHORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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