|
⚲
|
| Keyboard |
| Encore Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 336566 |
| SEC # | 801-134311 |
| CIK # | |
| AUM | 121.7 M (2026-04-01) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 320-288-4084 |
| Address | 715 Atlantic Avenue Morris, MN 56267 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 382 | 63.2 |
| (b) Individuals (high net worth individuals) | 55 | 44.1 |
| (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 | 21 | 12.2 |
| (h) Charitable organizations | 5 | 1.6 |
| (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 | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,004 | 121.7 |
| By Discretionary | ||
| Discretionary | 1,003 | 121.6 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,004 | 121.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 121.4 | |
| Total | 1,004 | 121.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kucharo Wealth LLC
✚
|
NC | 123.7 M |
|
Candide Group LLC
✚
|
CA | 123.6 M |
|
Q2 Wealth Management LLC
✚
|
KY | 123.5 M |
|
FSC Wealth Advisors LLC
✚
|
NY | 122.3 M |
|
CJC Wealth Management LLC
✚
|
121.9 M | |
|
Portfolio Resources Advisor Group Inc
✚
|
FL | 121.9 M |
|
Regal Advisory Services Inc
✚
|
IL | 121.4 M |
|
Pathfinder Wealth Management Inc
✚
|
IL | 121.4 M |
|
Sentara Capital LLC
✚
|
GA | 119.6 M |
|
Boulevard Wealth Management Inc
✚
|
MN | 119.5 M |