ENCOMPASS WEALTH MANAGEMENT LLC

ENCOMPASS WEALTH MANAGEMENT LLC of LIBERTYVILLE, IL is an SEC-registered investment adviser (CRD 152987). Regulatory assets under management: $11.1M.

Registration

• CRD: 152987
• Type: Registered investment adviser
• Location: 1870 W WINCHESTER ROAD, LIBERTYVILLE, IL, 60048
• Phone: 847-247-0064
• Latest filing: 2026-03-24
• Regulatory AUM: $11.1M
• Discretionary AUM: $11.1M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152987 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search