Encompass Wealth Advisors, LLC
Oregon
Registered In
07/18/2014
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Encompass Wealth Advisors, LLC at 15350 SW Sequoia Pkwy STE 250, Portland, Or 97224 lists Colin H Williams and Mary E Minshall of Portland, OR as associates.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Search Other Resources
People
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Paracorp Incorporated
Registered Agent
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8130 SW BEAVERTON HILLSDALE HWY, PORTLAND, OR 97225
(Mailing)
(View Past Addresses)
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Colin H Williams
Member
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Mary E Minshall
Member
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Matthew G Presjak
Member
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Matthew G Presjak
Manager
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Colin H Williams
Manager
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Mary E Minshall
Manager
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Map & Locations
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
View Map
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Financials
Financial Information for Encompass Wealth Advisors, LLC
Form 5500
ENCOMPASS WEALTH ADVISORS, LLC
15350 SW Sequoia Parkway Suite 250, Portland, Or 97224 (971) 371-1002 EIN:47-1340605 Plan Admin:Mary Minshall| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$989,271 / $1,414,348 | 2023 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 5 / 5 | $989,271 / $1,414,348 |
| 2022 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,248,392 / $989,271 | 2022 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 6 / 5 | $1,248,392 / $989,271 |
| 2021 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$844,013 / $1,248,392 | 2021 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 6 / 6 | $844,013 / $1,248,392 |
| 2020 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$681,174 / $844,013 | 2020 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 6 / 6 | $681,174 / $844,013 |
| 2019 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$473,799 / $681,174 | 2019 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 7 / 6 | $473,799 / $681,174 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ENCOMPASS WEALTH ADVISORS, LLC
15350 SW Sequoia Pkway, Ste. 250, PORTLAND, OR 97224 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/06/2020 | Approved$132,800 Forgiven$134,252 LenderUmpqua Bank Jobs6 | 05/06/2020 | $132,800 | $134,252 | Umpqua Bank | 6 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:15350 Sw Sequoia Pkwy Ste 250 Portland, OR
|
Cic Patrician, LLC
Registered in California
|
Santa Barbara, CA Wilsonville, OR (1 more) | View Report | |
|
Green River Properties, Inc.
Registered in Oregon
|
Bend, OR Washougal, WA (1 more) | View Report | |
|
Kadacia Barrett, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Sweet Home Sellwood, LLC
Registered in Oregon
|
Bend, OR Milwaukie, OR (1 more) | View Report | |
|
The Elijah J. Auxier Foundation
Registered in Oregon
|
Aurora, OR Portland, OR | View Report | |
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Trigg Properties N Bend, LLC
Registered in Oregon
|
Portland, OR Sherwood, OR | View Report | |
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Tru Independence, LLC
Registered in California
|
Portland, OR Sacramento, CA | View Report | |
|
Tru Transition Services, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Verathon Education Group Inc.
Registered in Oregon
|
Portland, OR Sherwood, OR | View Report | |
|
Cic Gardenbrook, LLC
Registered in Oregon
|
Portland, OR Wilsonville, OR | View Report | |
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Common Sense Enhanced Return, LLC
Registered in Oregon
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Portland, OR Salem, OR | View Report | |
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Cs Spv Tres, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Lynch Mechanical Construction LLC
Registered in Oregon
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Portland, OR | View Report | |
|
Ore 318, LLC
Registered in Oregon
|
Mitchell, OR Portland, OR | View Report | |
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Princeton Wireless, LLC
Registered in Oregon
|
Lake Oswego, OR Portland, OR | View Report | |
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Project Valley, LLC
Registered in Oregon
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Portland, OR | View Report | |
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Rct Associates, Pc
Registered in Oregon
|
Lake Oswego, OR Portland, OR | View Report | |
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Shalom Seven, LLC
Registered in Oregon
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Portland, OR | View Report | |
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Cic Willow Creek, LLC
Registered in California
|
Santa Barbara, CA Portland, OR | View Report | |
|
Cic Winding Way, LLC
Registered in California
|
Portland, OR Santa Barbara, CA | View Report |
Address Match:15350 Sw Sequoia Pkwy Portland, OR
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Arbor Vineyards Homeowners Association
Registered in Oregon
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Portland, OR | View Report | |
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Carmel Valley Partners LLC
Registered in California
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Portland, OR Sacramento, CA | View Report | |
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Deer Run Estates Home Owners Association
Registered in Oregon
|
Portland, OR | View Report | |
|
Free Stone Holdings III, LLC
Registered in Oregon
|
Portland, OR | View Report | |
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Hoodland Development CO.
Registered in Oregon
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Portland, OR | View Report | |
|
Le Chevalier II Homeowners' Association, Inc.
Registered in Oregon
|
Portland, OR | View Report | |
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Pacific Resources Associates LLC
Registered in Washington
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Portland, OR Tumwater, WA | View Report | |
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Pacific Resources Associates LLC
Registered in California
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Portland, OR | View Report | |
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Rapm Nm Gp LLC
Registered in Oregon
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Portland, OR | View Report | |
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Sherwood Plaza, LLC
Registered in Oregon
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Portland, OR | View Report | |
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Thiel-Cordiner Farm, LLC
Registered in Washington
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Portland, OR Tumwater, WA | View Report | |
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Victoria Gardens Owners Association
Registered in Oregon
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Portland, OR | View Report | |
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Kadacia London, LLC
Registered in Oregon
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Portland, OR | View Report | |
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Edgewater Lending Group Inc.
Registered in Idaho
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Portland, OR | View Report | |
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Bay/Gateway Iv, Inc.
Registered in California
|
Portland, OR Wilmington, DE | View Report | |
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Gp Homes, Inc.
Registered in California
|
Portland, OR Sacramento, CA | View Report |
Related Business Names:
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Encompass Wealth Advisors, LLC
Registered in Nevada
|
Portland, OR | View Report |
Sources
The following government agencies have contributed data:
• Oregon Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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