Encompass Wealth Advisors LLC
Legal Name: ENCOMPASS WEALTH ADVISORS, LLC
Full Contact Details
Encompass Wealth Advisors LLC
15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR
(971) 371-3451
(971) 371-3451
Other Info
Encompass Wealth Advisors LLC is a Delaware Limited Liability Company that has been approved by the SEC for registration since March 24, 2014. The firm has 6 employees, including 3 who serve in advisory roles, and provides financial advice to 4 clients.
Encompass Wealth Advisors
We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.
Direct Owners
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COLIN HARRINGTON WILLIAMS
MANAGING MEMBER owns more than 25% but less than 50%
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MARY ELIZABETH MINSHALL
MANAGING MEMBER owns more than 5% but less than 10%
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MATTHEW GIBSON PRESJAK
MANAGING MEMBER owns more than 25% but less than 50%
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STACY LEIGH SIZEMORE
CHIEF COMPLIANCE OFFICER owns less than 5%