ENCOMPASS WEALTH ADVISORS, LLC

CRD #170807 SEC #801-79393 PORTLAND, OR (971) 371-3451

SEC Registered

Total AUM

$413.3M

Discretionary

$374.3M

Employees

Clients

101

Accounts

1,103

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Sep 19, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ELDRIDGE, MICHELLE, LEA	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LEA	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LEA	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LEA	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LEA	I	CHIEF COMPLIANCE OFFICER	NA	Control
ELDRIDGE, MICHELLE, LEA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SIZEMORE, STACY, LEIGH	I	CHIEF COMPLIANCE OFFICER	NA	Control
STUVLAND, CRAIG, PATRICK	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	E	Control
STUVLAND, CRAIG, PATRICK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
CLOUSER, DERRICK, J	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
CLOUSER, DERRICK, J	I	MANAGING MEMBER	C	Control
CLOUSER, DERRICK, J	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
CLOUSER, DERRICK, J	I	MANAGING MEMBER	C	Control
CLOUSER, DERRICK, J	I	MANAGING MEMBER	C	Control
CLOUSER, DERRICK, J	I	MANAGING MEMBER	C	Control
CLOUSER, DERRICK, J	I	MANAGING MEMBER	C	Control
CLOUSER, DERRICK, J	I	MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
PRESJAK, MATTHEW, GIBSON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
WILLIAMS, COLIN, HARRINGTON	I	MANAGING MEMBER	C	Control
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B	Control
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B	Control
URBAN, WALTER, MARSHALL	I	MANAGING MEMBER	B	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
MINSHALL, MARY, ELIZABETH	I	MANAGING MEMBER	A	Control
YARBROUGH, MATTHEW	I	MANAGING MEMBER	A	Control
YARBROUGH, MATTHEW	I	MANAGING MEMBER	A	Control
YARBROUGH, MATTHEW	I	MANAGING MEMBER	A	Control

Registrations

Federal

Sep 19, 2025 REGISTERED

Notice Filings (8)

AZ CA NV OH OR TX UT WA

Address

15350 SW SEQUOIA PARKWAY
SUITE 250
PORTLAND, OR 97224
United States

Phone: (971) 371-3451