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 32 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 20 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 29 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 12 years of experience in the finance industry.

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