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| Encompass Wealth Advisors LLC
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|---|---|
| CRD # | 170807 |
| SEC # | 801-79393 |
| CIK # | 0001849614 |
| AUM | 472.8 M (2026-03-17) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 971-371-3451 |
| Address | 15350 SW Sequoia Parkway Portland, OR 97224 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.6 | ||
| Airbnb Inc | 7.3 | ||
| Microsoft Corp | 5.8 | ||
| New Providence Acquisition Corp | 4.2 | ||
| Lam Research Corp | 3.8 | ||
| Amazon Com Inc | 3.2 | ||
| SPDR Gold Trust | 3.1 | ||
| Nvidia Corp | 3.0 | ||
| Costco Wholesale Corp /NEW | 2.3 | ||
| Cheniere Energy Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 671 | 53.1 |
| (b) Individuals (high net worth individuals) | 601 | 403.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 15.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,343 | 472.8 |
| By Discretionary | ||
| Discretionary | 834 | 425.5 |
| Non-Discretionary | 509 | 47.3 |
| Total | 1,343 | 472.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.8 | |
| Total | 1,343 | 472.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001849614] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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