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Encompass Wealth Advisors, LLC

EST. AUM
$472,778,228

CONTACTS
2

CLIENT ACCOUNTS
1,343

Firm Details

Metro area Portland, OR
CRD Number 170807
Website encompasswa.com
Client types

Overview

Encompass Wealth is a $350m RIA and former Morgan Stanley team. They are largely passive in equities but have started increasing their exposure to active managers across equities, fixed income, and liquid alternatives. Encompass is not an avid user of alternatives in illiquid formats. They create models.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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