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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-24-2014
- Office Locations
- 1
Office Locations
About Encompass Wealth Advisors, LLC
Encompass Wealth Advisors, LLC is a Portland, OR RIA providing life planning and wealth management, including retirement and estate planning, investment management, insurance and lending reviews, education savings, and charitable giving strategies. The firm adheres to a fiduciary standard and emphasizes tax-smart, cost-efficient portfolio construction using vehicles such as ETFs and mutual funds. Custody is supported through Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW GIBSON PRESJAK
Managing Member
- CRD
- #1767195
- Ownership
- 25% but less than 50%
COLIN HARRINGTON WILLIAMS
Managing Member
- CRD
- #4857859
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,494,700 | $510,185 |
| Non-Discretionary | $47,283,528 | $92,895 |
| Total | $472,778,228 | $352,031 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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