ENCOMPASS WEALTH ADVISORS, LLC
CRD #170807 SEC #801-79393 PORTLAND, OR (971) 371-3451
SEC Registered
Total AUM
$413.3M
Discretionary
$374.3M
Employees
5
Clients
101
Accounts
1,103
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $413.3M | $374.3M | $39M | 5 | 0 |
| Mar 2025 | $413.3M | $374.3M | $39M | 5 | 0 |
| Mar 2024 | $350.4M | $315.9M | $34.5M | 5 | 0 |
| Nov 2023 | $281.5M | $253.5M | $28M | 5 | 0 |
| Sep 2023 | $281.5M | $253.5M | $28M | 5 | 0 |
| Aug 2023 | $281.5M | $253.5M | $28M | 5 | 0 |
| Mar 2023 | $281.5M | $253.5M | $28M | 5 | 0 |
| Mar 2023 | $281.5M | $253.5M | $28M | 5 | 0 |
| Mar 2022 | $410.9M | $371.7M | $39.2M | 6 | 0 |
| Nov 2021 | $317.5M | $287.7M | $29.8M | 6 | 0 |
| Mar 2021 | $317.5M | $287.7M | $29.8M | 6 | 0 |
| Jun 2020 | $273.6M | $252.5M | $21.1M | 6 | 0 |
| May 2020 | $273.6M | $252.5M | $21.1M | 6 | 0 |
| Mar 2020 | $273.6M | $252.5M | $21.1M | 6 | 0 |
| Jan 2020 | $273.9M | $252.6M | $21.4M | 6 | 4 |
| Nov 2019 | $273.9M | $252.6M | $21.4M | 6 | 4 |
| Oct 2019 | $273.9M | $252.6M | $21.4M | 6 | 4 |
| Sep 2019 | $273.9M | $252.6M | $21.4M | 6 | 4 |
| Jun 2019 | $273.9M | $252.6M | $21.4M | 6 | 4 |
| May 2019 | $273.9M | $252.6M | $21.4M | 6 | 4 |
| Feb 2019 | $251.7M | $215.7M | $36M | 7 | 4 |
| Mar 2018 | $263.9M | $227.1M | $36.8M | 7 | 0 |
| May 2017 | $241.3M | $205.8M | $35.5M | 7 | 400 |
| Mar 2017 | $241.3M | $205.8M | $35.5M | 7 | 400 |
| Mar 2016 | $222.7M | $213.3M | $9.5M | 7 | 400 |
| Oct 2015 | $236M | $208M | $28M | 5 | 300 |
| Mar 2015 | $236M | $208M | $28M | 5 | 300 |
| Dec 2014 | $180M | $150M | $30M | 5 | 0 |
| Sep 2014 | $180M | $150M | $30M | 5 | 0 |
| Jul 2014 | $0 | $0 | $0 | 5 | 0 |
| Mar 2014 | $0 | $0 | $0 | 1 | 0 |
| Mar 2014 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$413.3M
Discretionary$374.3M
Non-Disc.$39M
Employees5
Clients0
DateMar 2025
Total AUM$413.3M
Discretionary$374.3M
Non-Disc.$39M
Employees5
Clients0
DateMar 2024
Total AUM$350.4M
Discretionary$315.9M
Non-Disc.$34.5M
Employees5
Clients0
DateNov 2023
Total AUM$281.5M
Discretionary$253.5M
Non-Disc.$28M
Employees5
Clients0
DateSep 2023
Total AUM$281.5M
Discretionary$253.5M
Non-Disc.$28M
Employees5
Clients0
DateAug 2023
Total AUM$281.5M
Discretionary$253.5M
Non-Disc.$28M
Employees5
Clients0
DateMar 2023
Total AUM$281.5M
Discretionary$253.5M
Non-Disc.$28M
Employees5
Clients0
DateMar 2023
Total AUM$281.5M
Discretionary$253.5M
Non-Disc.$28M
Employees5
Clients0
DateMar 2022
Total AUM$410.9M
Discretionary$371.7M
Non-Disc.$39.2M
Employees6
Clients0
DateNov 2021
Total AUM$317.5M
Discretionary$287.7M
Non-Disc.$29.8M
Employees6
Clients0
DateMar 2021
Total AUM$317.5M
Discretionary$287.7M
Non-Disc.$29.8M
Employees6
Clients0
DateJun 2020
Total AUM$273.6M
Discretionary$252.5M
Non-Disc.$21.1M
Employees6
Clients0
DateMay 2020
Total AUM$273.6M
Discretionary$252.5M
Non-Disc.$21.1M
Employees6
Clients0
DateMar 2020
Total AUM$273.6M
Discretionary$252.5M
Non-Disc.$21.1M
Employees6
Clients0
DateJan 2020
Total AUM$273.9M
Discretionary$252.6M
Non-Disc.$21.4M
Employees6
Clients4
DateNov 2019
Total AUM$273.9M
Discretionary$252.6M
Non-Disc.$21.4M
Employees6
Clients4
DateOct 2019
Total AUM$273.9M
Discretionary$252.6M
Non-Disc.$21.4M
Employees6
Clients4
DateSep 2019
Total AUM$273.9M
Discretionary$252.6M
Non-Disc.$21.4M
Employees6
Clients4
DateJun 2019
Total AUM$273.9M
Discretionary$252.6M
Non-Disc.$21.4M
Employees6
Clients4
DateMay 2019
Total AUM$273.9M
Discretionary$252.6M
Non-Disc.$21.4M
Employees6
Clients4
DateFeb 2019
Total AUM$251.7M
Discretionary$215.7M
Non-Disc.$36M
Employees7
Clients4
DateMar 2018
Total AUM$263.9M
Discretionary$227.1M
Non-Disc.$36.8M
Employees7
Clients0
DateMay 2017
Total AUM$241.3M
Discretionary$205.8M
Non-Disc.$35.5M
Employees7
Clients400
DateMar 2017
Total AUM$241.3M
Discretionary$205.8M
Non-Disc.$35.5M
Employees7
Clients400
DateMar 2016
Total AUM$222.7M
Discretionary$213.3M
Non-Disc.$9.5M
Employees7
Clients400
DateOct 2015
Total AUM$236M
Discretionary$208M
Non-Disc.$28M
Employees5
Clients300
DateMar 2015
Total AUM$236M
Discretionary$208M
Non-Disc.$28M
Employees5
Clients300
DateDec 2014
Total AUM$180M
Discretionary$150M
Non-Disc.$30M
Employees5
Clients0
DateSep 2014
Total AUM$180M
Discretionary$150M
Non-Disc.$30M
Employees5
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0