SourcingSourcing

ENCOMPASS WEALTH ADVISORS, LLC

B55
CRD 170807·SEC 801-79393·PORTLAND, OR
AUM
$472.8M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENCOMPASS WEALTH ADVISORS, LLC
CRD
170807
SEC file #
801-79393
EIN
471340605
DBA names
—

Economics

AUM
$472.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$273.9M → $472.8M▲ +73%
Client mix
Individuals Other671
Individuals High Net Worth601
Pension Profit Sharing Plans71

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
instagram/encompasswealthadvisorsllc

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRESJAK, MATTHEW, GIBSON
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
PRESJAK, MATTHEW, GIBSON
WILLIAMS, COLIN, HARRINGTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001849614
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-03-09
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001849614-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
15350 SW SEQUOIA PARKWAYSUITE 250PORTLAND, OR 97224
Business
15350 SW SEQUOIA PARKWAYSUITE 250PORTLAND, OR 97224
Edgar EIN
471340605
Edgar Recent Filings
13F-HR2026-04-21 · 0001849614-26-000002
13F-HR2026-01-22 · 0001849614-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1767195
Trust Company Affiliate
No

People (5)

5
WILLIAMS, COLIN, HARRINGTON
IAR · Direct Owner · 37.5%
4857859
PRESJAK, MATTHEW, GIBSON
IAR · Direct Owner · 37.5%
1767195
YARBROUGH, MATTHEW
IAR · Direct Owner · 7.5%
6331852
MINSHALL, MARY, ELIZABETH
IAR · Direct Owner · 7.5%
4073837
MICHELLE LEA ELDRIDGE
Executive Officer · 2.5%
4143449