ENCORE WEALTH ADVISORS, LLC
A71
CRD 336566·SEC 801-134311·MORRIS, MN
AUM
$121.7M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$365K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 382 |
| Individuals High Net Worth | 55 |
| Pension Profit Sharing Plans | 21 |
| Charitable Organizations | 5 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'25 · 3 advisors
'26 · 1 advisors
'25'26
3 advisors → 1 advisors▼ -67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (18)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Community First National BankMorris, MN
Community First National BankMorris, MN
Soi Zip Distribution
Stub 1
| AGI | 10,188 |
| Returns | 820 |
Stub 2
| AGI | 34,766 |
| Returns | 910 |
Stub 3
| AGI | 34,729 |
| Returns | 580 |