Encore Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 115336
- Website
- encorewealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI82.39%
- Corporations / Businesses9.01%
- Individuals8.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Encore Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm advises individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Fee arrangements are billed on an hourly or fixed‑fee basis rather than an asset‑based percentage; the firm is not set up as a capital allocator and does not position itself as an ESG investor. Encore is not registered as a multi‑state adviser and is not described as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Investment Grade Corp Bonds21%
- US Government Bonds5%
- Cash & Cash Equivalents4%
- Exchange Traded Equities1%
Contacts
1 of 1
Mark Stempel
Holistic Financial AdvisorCRD 2381666
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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