RIA Intel›Advisers›Oregon›ENCOMPASS WEALTH ADVISORS, LLC

ENCOMPASS WEALTH ADVISORS, LLC

Advisory

N·PORTLAND, OR

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM

$473M

1-Year AUM Growth

+24.5%

3-Year CAGR

+3.4%

Employees

3

Assets Under Management

Total AUM$473M

Discretionary AUM$425M

Non-Discretionary AUM$47M

Discretionary %90%

Total Clients1,103

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record30

First FilingMar 13, 2014

Latest FilingMar 17, 2026

🔒 Full AUM trend chart and 30 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ENCOMPASS WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.