ENCOMPASS WEALTH ADVISORS, LLC

Overview

Encompass Wealth Advisors, LLC operates as an independent registered investment adviser that leans toward equity-centered portfolios with a strong use of exchange-traded products. Founded as an SEC-registered adviser in 2014 and owned by an individual, the firm serves both individual and family clients alongside select institutional relationships. Advisory services focus on financial planning and portfolio management for individuals and small businesses, with client fees charged as a percentage of assets under management. The firm is not an active ESG investor and does not present itself as a capital allocator; instead it implements portfolios largely through marketable securities and third-party strategies. Business activity beyond advisory work includes registered representative engagement with a broker-dealer and insurance brokerage, which can shape distribution of investment and insurance solutions to clients. The firm shows a clear preference for equities—particularly ETFs—for core exposures, while maintaining a mix of direct stock positions and allocations to pooled vehicles to cover other exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices