Encompass Wealth Advisors, LLC

Encompass Wealth Advisors, LLC (CRD# 170807) is a financial advisory firm headquartered in Portland, OR. They manage $350,409,917 in 1,219 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
http://www.facebook/encompassadvisorsllc
By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    1,219
    ACCOUNTS
  • Average Account Value
    $287,457
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Encompass Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew Presjak, financial advisor Portland OR
Matthew G. Presjak
CRD#: 1767195
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

Matthew Presjak (CRD# 1767195) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 36 years of experience in the finance industry.

2
Colin Williams, financial advisor Portland OR
Colin H. Williams
CRD#: 4857859
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

Colin Williams (CRD# 4857859) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry.

3
Matthew Yarbrough, financial advisor Portland OR
Matthew Yarbrough
CRD#: 6331852
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

Matthew Yarbrough (CRD# 6331852) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 5 years of experience in the finance industry.

4
Mary Minshall, financial advisor Portland OR
Mary E. Minshall
CRD#: 4073837
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

Mary Minshall (CRD# 4073837) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals