ENCOMPASS WEALTH ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 170807). Regulatory assets under management: $472.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Michelle Lea Eldridge | CHIEF COMPLIANCE OFFICER | — |
| Matthew Gibson Presjak | MANAGING MEMBER | — |
| Mary Elizabeth Minshall | MANAGING MEMBER | — |
| Colin Harrington Williams | MANAGING MEMBER | — |
| Matthew Yarbrough | MANAGING MEMBER | — |
| STUVLAND CRAIG PATRICK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| CLOUSER DERRICK J | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER | — |
| PRESJAK MATTHEW GIBSON | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MINSHALL MARY ELIZABETH | MANAGING MEMBER | — |
| WILLIAMS COLIN HARRINGTON | MANAGING MEMBER | — |
| URBAN WALTER MARSHALL | MANAGING MEMBER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| ELDRIDGE MICHELLE LEA | CHIEF COMPLIANCE OFFICER | — |
| YARBROUGH MATTHEW | MANAGING MEMBER | — |