Encompass Wealth Management LLC

Encompass Wealth Management LLC (CRD# 152987) is a financial advisory firm headquartered in Libertyville, IL. They manage $9,100,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $413,636
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IL

Financial Advisors at Encompass Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael J. Calzolano
CRD#: 4279450
1860 West Winchester Road, Suite 203, Libertyville, IL 60048
96
Wealthminder
score

Michael Calzolano (CRD# 4279450) is an Investment Advisor Representative working at Encompass Wealth Management LLC in Libertyville, IL and has over 16 years of experience in the finance industry.

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