ENCORE WEALTH ADVISORS, LLC
Legal name: ENCORE WEALTH ADVISORS
CRD #336566 SEC #801-134311 MORRIS, MN 320-288-4084
SEC Registered
Total AUM
$108M
Discretionary
$108M
Employees
3
Clients
0
Accounts
994
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 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 |
|---|---|---|---|---|
| SCHAEFER, TIMOTHY, JOHN | I | CHIEF COMPLIANCE OFFICER & CEO | NA | Control |
| SCHAEFER, TIMOTHY, JOHN | I | CHIEF COMPLIANCE OFFICER & CEO | NA | Control |
| SCHAEFER, TIMOTHY, JOHN | I | CHIEF COMPLIANCE OFFICER & CEO | NA | Control |
| THE TIMOTHY J. SCHAEFER AND KRISTIN K. SCHAEFER LIVING TRUST | DE | OWNER | E | Control |
| THE TIMOTHY J. SCHAEFER AND KRISTIN K. SCHAEFER LIVING TRUST | DE | OWNER | E | Control |
| THE TIMOTHY J. SCHAEFER AND KRISTIN K. SCHAEFER LIVING TRUST | DE | OWNER | E | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (1)
MN
Address
715 ATLANTIC AVENUEMORRIS, MN 56267
United States
Phone: 320-288-4084