# ENCORE WEALTH ADVISORS, LLC

ENCORE WEALTH ADVISORS, LLC of MORRIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 336566
- Type: SEC-registered investment adviser
- SEC file number: 801-134311
- Location: 715 ATLANTIC AVENUE, MORRIS, MN, 56267
- Phone: 320-288-4084
- Latest filing: 2026-04-01
- Regulatory AUM: $121.7M
- Discretionary AUM: $121.6M
- Non-discretionary AUM: $24K
- Clients: 4
- Accounts: 1,004

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Timothy John Schaefer | CHIEF COMPLIANCE OFFICER & CEO; TRUSTEE | — |
| Kristin Kay Schaefer | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336566/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336566/similar
- Related entities: https://search.stillhousedata.com/firm/336566/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336566

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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.