Encompass Wealth Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Encompass Wealth Advisors reports 1,343 clients. They include 671 individual clients, 601 high-net-worth individuals, and 71 pension and profit-sharing plans. Of its assets, 90.0% ($425M across 834 accounts) are managed with discretion; $47.3M across 509 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 11% |
| High-net-worth individuals | 45% | 85% |
| Pension and profit-sharing plans | 5% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 671 | $53.1M | 11.2% | $79.2K |
| High-net-worth individuals | 601 | $404M | 85.4% | $672K |
| Pension and profit-sharing plans | 71 | $15.8M | 3.3% | $222K |
| Total | 1,343 | $473M | 100% | $352K |
- Clients
- 671
- Regulatory AUM
- $53.1M
- AUM share
- 11.2%
- Avg. per client
- $79.2K
- Clients
- 601
- Regulatory AUM
- $404M
- AUM share
- 85.4%
- Avg. per client
- $672K
- Clients
- 71
- Regulatory AUM
- $15.8M
- AUM share
- 3.3%
- Avg. per client
- $222K
Total
- Clients
- 1,343
- Regulatory AUM
- $473M
- AUM share
- 100%
- Avg. per client
- $352K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Encompass Wealth Advisors charges 0.50%–1.50% a year for its Wealth management fee. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting is a fixed fee, generally $2,500 to $10,000, negotiable.
Matthew Presjak owns 25% to 50% of Encompass Wealth Advisors. The leadership team of Encompass Wealth Advisors includes Chief Compliance Officer Michelle Eldridge. It has 5 employees, 3 of them in advisory roles.
Leadership
- Michelle EldridgeChief Compliance Officer
- Mary MinshallManaging Member
- Matthew PresjakManaging Member
- Colin WilliamsManaging Member
- Matthew YarbroughManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 25% to 50% of Encompass Wealth Advisors, LLC
Matthew Presjak
Control person · since July 2014
- Owns 25% to 50% of Encompass Wealth Advisors, LLC
Colin Williams
Control person · since July 2014
- Owns 5% to 10% of Encompass Wealth Advisors, LLC
Mary Minshall
Control person · since July 2014
- Owns 5% to 10% of Encompass Wealth Advisors, LLC
Matthew Yarbrough
Control person · since January 2024
Encompass Wealth Advisors’ regulatory assets grew from $317M (March 2021) to $473M (August 2026); clients rose from 872 to 1,343 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $473M | 1,343 | 5 | 1 |
| March 2025 | $413M | 1,103 | 5 | 1 |
| March 2024 | $350M | 1,219 | 5 | 1 |
| March 2023 | $282M | 920 | 5 | 1 |
| March 2022 | $411M | 1,012 | 6 | 1 |
| March 2021 | $317M | 872 | 6 | 1 |
Besides its headquarters, Encompass Wealth Advisors has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 15350 SW Sequoia Parkway, Suite 250, PortlandHQ
Contact and registration details
- Legal name
- Encompass Wealth Advisors, LLC
- Headquarters
- 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224
- Website
- encompasswa.com
- Phone
- 971-371-3451
- SEC file
- 801-79393
- Structure
- Delaware LLC
- Fiscal year end
- December
Encompass Wealth Advisors uses Fidelity ($457M) as custodian for its separately managed accounts. Encompass Wealth Advisors has custody of $294M in client assets for 531 clients.
- FidelityNational Financial Services LLC · Boston, MA · $457M100%
At year end, Encompass Wealth Advisors’ separately managed accounts were mostly in stocks (69%) and funds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $328M across 109 positions; the largest are iShares TR (15.4%), iShares TR (12.0%) and iShares TR (8.5%).
What the accounts hold
- Stocks69%
- Funds19%
- Bonds1%
- Cash11%
Reported 13F holdings
- $328M
- Reported 13F value
- 109
- Positions
- 62.1%
- In the 10 largest
- +14.3%
- Value vs. prior quarter
- iShares TR · S&P 500 Grwt ETF15.4%
- iShares TR · S&P 500 Val ETF12.0%
- iShares TR · Core MSCI Eafe8.5%
- iShares TR · Core S&P Scp ETF6.6%
- iShares TR · Core S&P Mcp ETF5.3%
- J P Morgan Exchange Traded F · Ultra Shrt ETF3.5%
- Apple Inc.3.3%
- iShares Inc. · Core MSCI Emkt2.6%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.5%
- Lam Research Corp.2.4%
Together, the ten largest are 62.1% of reported value.
How many clients does Encompass Wealth Advisors have?
Encompass Wealth Advisors has 1,343 clients and manages $473 million for them, as of August 2026. They include 671 individual clients, 601 high-net-worth individuals, and 71 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Encompass Wealth Advisors offer?
Encompass Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Encompass Wealth Advisors charge?
Encompass Wealth Advisors charges 0.50%–1.50% a year for its Wealth management fee. The fee is billed in advance and is negotiable.
Source: ENCOMPASS WEALTH ADVISORS, LLC - FORM ADV 2 A DISCLOSURE BROCHURE, filed 17 March 2026
Which custodians does Encompass Wealth Advisors use?
Encompass Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $457M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does Encompass Wealth Advisors have?
Encompass Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Encompass Wealth Advisors invest in?
At the end of its last fiscal year, Encompass Wealth Advisors’ separately managed accounts held 69% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Encompass Wealth Advisors?
Encompass Wealth Advisors’ direct owners are Mary Minshall, Matthew Presjak, Colin Williams and Matthew Yarbrough, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does Encompass Wealth Advisors get paid?
Encompass Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Encompass Wealth Advisors registered with the SEC?
Yes, Encompass Wealth Advisors has been registered with the SEC as an investment adviser since 24 March 2014. Its CRD number is 170807 and its SEC file number is 801-79393.
Source: Form ADV Part 1A, Item 1, filed 27 August 2026; IAPD firm record
How do I contact Encompass Wealth Advisors?
Encompass Wealth Advisors’ main office is at 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224. Its phone number is 971-371-3451. Its website is encompasswa.com.