Encore Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Morris, MN. Its latest Form ADV filing, dated April 1, 2026, reports $122M in regulatory assets under management, 4 employees, and 1,004 accounts.
Top client segmentIndividuals represent 82.3% of total clients.
Top client categories% of clientsClients
1
Individuals
82.3%
382
2
HNWI
11.9%
55
3
Pension Plans
4.5%
21
4
Charitable
1.1%
5
5
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122Mas of April 1, 2026
Discretionary100.0%
$122M
100% of total RAUM100.0%
Non-discretionary0.0%
$24K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$122M
Total Accounts1,004
10Y AUM Change+$122M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee116:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.