ENCORE WEALTH ADVISORS, LLC

ENCORE WEALTH ADVISORS, LLC of MORRIS, MN is an SEC-registered investment adviser (CRD 336566). Regulatory assets under management: $121.7M.

Registration

• CRD: 336566
• SEC file number: 801-134311
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336566 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search