$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-15-2000
- Office Locations
- 1
Office Locations
-- Nevada City CA
About Encore Wealth Advisors, LLC
Encore Wealth Advisors is a fee-only fiduciary RIA in Nevada City, CA providing comprehensive wealth management—investment management plus retirement, insurance, tax and estate planning—with a tax-focused approach and no commissions or referral fees. The firm often works with clients navigating major life transitions, bringing 20+ years of planning experience. Minimum annual fee is $12,000; initial discovery is free.
Team overview
39 AVG AGE
$12.3M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
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Asset Classes
Harbor oak Pioneer Quantum Catalyst
Custodian
Ember peak
Investment Themes
Horizon vertex Bridge prime
Investment Vehicles
Wave beacon Unison
Services
Wave insight Eagle Alpha Alpha beacon Optima
Owner & Executives
MARK ALAN STEMPEL
Chief Compliance Officer, Managing Member
- CRD
- #2381666
- Ownership
- 75% or more
(867) 823-6545
north.signal@crestcapital.com
in linkedin.com/in/pioneer-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,304,518 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,304,518 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,304,518
Public Funds:
40.5% Corporate - Investment Grade:
8.6% U.S. Government/Agency:
10.3% Cash:
24.9% Equity - Exchange:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,513,160,671 | 40.5% |
| Corporate - Investment Grade | $321,313,130 | 8.6% |
| U.S. Government/Agency | $384,828,516 | 10.3% |
| Cash | $930,313,598 | 24.9% |
| Equity - Exchange | $586,583,273 | 15.7% |
| Total | $3,736,199,188 | 100.0% |