Data / Investment advisers / Minnesota / Encore Wealth Advisors
Encore Wealth Advisors, Morris, MN: $122 million AUM, SEC registered investment adviser
Encore Wealth Advisors is an SEC registered investment adviser with its main office in Morris, Minnesota and reports $122 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 336566
- SEC file number
- 801-134311
- SEC status
- Approved, effective September 8, 2025
- Legal name
- Encore Wealth Advisors, LLC
- Main office
- 715 Atlantic Avenue, Morris, MN 56267
- Phone
- (320) 288-4084
- Regulatory AUM
- $121,659,707 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $121,635,865
- Non discretionary AUM
- $23,842
- Accounts
- 1,004
- Employees
- 4, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 382 | $63.2 million |
| High net worth individuals | 55 | $44.1 million |
| Pension and profit sharing plans | 21 | $12.2 million |
| Charitable organizations | 5 | $1.6 million |
| Corporations or other businesses | 1 | $561,331 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $121.7 million | April 1, 2026 |
| December 1, 2025 | $108 million | November 20, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Secured Retirement Advisors, LLC | St Louis Park | $255.1 million | Not listed | adviserinfo.sec.gov |
| MHS Advisory Services, LLC | Maple Grove | $253.3 million | Not listed | adviserinfo.sec.gov |
| Merced Capital, L.P. | Minnetonka | $251.2 million | 6 | adviserinfo.sec.gov |
| Excelsior Investors | Excelsior | $242 million | Not listed | adviserinfo.sec.gov |
| CFG Retirement | Edina | $241 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Encore Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.