E
CRD: 336566
Encore Wealth Advisors
Morris, MN, 56267
3202884084
$121.7M Total AUM
$121.6M Disc. AUM
-- 3Y CAGR
4 Employees
464 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-08-2025
- Office Locations
- 1
Office Locations
715 Atlantic Avenue Morris MN
About Encore Wealth Advisors
Encore Wealth Advisors is a Morris-based RIA. The firm has been operating for 0 years. Managing $121.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$121.7M AVG AUM / ADVISOR
$262.2K AVG AUM / CLIENT
0.8 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Pioneer Harbor matrix Wave timber Unison
Investment Themes
Frontier North Insight atlas Atlas vector Vital catalyst
Investment Vehicles
Insight
Platform
Capital
Services
Focus Summit Unison Summit beacon Focus Capital glacier
Owner & Executives
TIMOTHY JOHN SCHAEFER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2493666
- Ownership
- Less than 5%
(521) 519-5674
vertex.momentum@optimacapital.com
in linkedin.com/in/pioneer-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,635,865 | $121,272 |
| Non-Discretionary | $23,842 | $23,842 |
| Total | $121,659,707 | $121,175 |
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Separately Managed Accounts
Total SMA Asset: $121,659,707
Equity - Exchange:
17.1% Public Funds:
16.6% Cash:
26.6% Other:
39.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $675,970,729 | 17.1% |
| Public Funds | $656,205,503 | 16.6% |
| Cash | $1,051,510,023 | 26.6% |
| Other | $1,569,358,943 | 39.7% |
| Total | $3,953,045,198 | 100.0% |