# ENCOMPASS WEALTH ADVISORS, LLC

ENCOMPASS WEALTH ADVISORS, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 170807
- Type: SEC-registered investment adviser
- SEC file number: 801-79393
- Location: 15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, 97224
- Phone: (971) 371-3451
- Latest filing: 2026-03-17
- Regulatory AUM: $472.8M
- Discretionary AUM: $425.5M
- Non-discretionary AUM: $47.3M
- Clients: 5
- Accounts: 1,343

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (14)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170807/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170807/similar
- Related entities: https://search.stillhousedata.com/firm/170807/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170807

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.