Encompass Wealth Advisors, LLC

Encompass Wealth Advisors, LLC (CRD# 170807) is a financial advisory firm headquartered in Portland, OR. They manage $222,739,716 in 767 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    767
    ACCOUNTS
  • Average Account Value
    $290,404
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NV, OH, OR, TX, WA

Financial Advisors at Encompass Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Walter M. Urban
CRD#: 1012389
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
93
Wealthminder
score

Walter Urban (CRD# 1012389) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 33 years of experience in the finance industry.

2
Derrick J. Clouser
CRD#: 2794557
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
83
Wealthminder
score

Derrick Clouser (CRD# 2794557) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 21 years of experience in the finance industry.

3
Matthew G. Presjak
CRD#: 1767195
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
83
Wealthminder
score

Matthew Presjak (CRD# 1767195) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 30 years of experience in the finance industry.

4
Colin H. Williams
CRD#: 4857859
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
83
Wealthminder
score

Colin Williams (CRD# 4857859) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 13 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.