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ENCOMPASS WEALTH ADVISORS, LLC

PORTLAND, OR · CRD 170807 · IAPD ↗ · (971) 371-3451

$472.8MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — ENCOMPASS WEALTH ADVISORS, LLC now reports custody of client assets ($294.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
December 2025 — ENCOMPASS WEALTH ADVISORS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.