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- Custodian
- --
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 08-01-2024
- Office Locations
- 1
Office Locations
About Encompass Financial Services
Encompass Financial Services is a San Diego-based RIA led by CPA/CFP Todd Wiersum, offering integrated tax preparation/planning, goals-based financial planning, investment management, and estate/trust and charitable-gifting guidance (legal work via partner attorneys). The team is known for real estate investor tax strategies (entity structuring, cost segregation) and coordinates portfolios with tax moves like tax-loss harvesting, with quarterly reviews. Schwab client login available.
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Owner & Executives
TODD EDWARD WIERSUM
Chief Compliance Officer
- CRD
- #3199522
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,232,672 | -- |
| Total | $2,232,672 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,232,672
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,364,565,430 | 60.3% |
| Equity - Exchange | $1,556,770,275 | 39.7% |
| Total | $3,921,335,705 | 100.0% |