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ENCORE WEALTH ADVISORS
ENCORE WEALTH ADVISORS, LLC
CRD 336566 · SEC 801-134311
715 ATLANTIC AVENUE, MORRIS, MN, 56267, United States
Phone
320-288-4084
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.7M
Discretionary AUM
$121.6M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 382 | $63.2M |
| High net worth individuals | 55 | $44.1M |
| Pension/profit sharing plans | 21 | $12.2M |
| Charitable organizations | 5 | $1.6M |
| Corporations/business entities | 1 | $561K |
States served
AZ, IL, IA, KS, MN, ND, OR
All web addresses on file
Official SEC filing: View on IAPD