Encompass Wealth Advisors, LLC

Overview

Encompass Wealth Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2014. The firm operates under a percentage-of-AUM fee model and serves both individual and family clients as well as institutional accounts. Core advisory services are financial planning and portfolio management for individuals and small businesses. In addition to its RIA activities, the firm’s principals maintain registrations as a broker-dealer registered representative and act as insurance brokers. The firm signals a clear preference for equity-centered investing and does not identify as an active ESG investor. It is not structured as a capital allocator or multi-state adviser in the data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives