CRD: 152987
Encompass Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Insight foundation
- Established Date
- 03-18-2010
- Office Locations
- 1
Office Locations
About Encompass Wealth Management LLC
Encompass Wealth Management is an independent, fee-based Illinois RIA delivering comprehensive wealth management for individuals in Illinois and select other states. The firm integrates investment advice with tax and estate planning coordination, collaborating with clients’ outside CPAs and attorneys for aligned oversight. Client assets are custodied at Charles Schwab, with portfolios commonly implemented using ETFs.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOHN CALZOLANO
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4279450
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,548,978,836 | 35.8% |
| Other | $1,616,251,944 | 22.7% |
| Cash | $2,954,821,835 | 41.5% |
| Total | $7,120,052,615 | 100.0% |