ENCOMPASS ADVISORY SERVICES, LLC
  • ENCOMPASS ADVISORY SERVICES, LLC
  • EAS
  • ENCOMPASS ADVISORY SERVICES
  • PWM
  • PROSPERITAS WEALTH MANAGMENT, LLC
  • PROSPERITAS WEALTH MANAGMENT
  • PROSPERITAS WEALTH MANAGEMENT

Adviser Profile

As of Date 09/17/2026
Registration SEC, Approved, 03/10/2025
Other registrations (5)
Former registrations

ENCOMPASS ADVISORY SERVICES, LLC

ADV Location KATY, TX, United States
Contact Info 281 xxxxxxx
Websites
AUM* 121,263,796 18%
of that, discretionary 53,101,036 13%
Number of Employees 14 17%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 120,421 6%
% High Net Worth 7.62% 4%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Reported AUM

68M 58M 49M 39M 29M 19M 10M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees