Encompass Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1870 W Winchester Rd Ste 148, Libertyvil...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Encompass Wealth Management

Encompass Wealth Management, LLC is an independent, fee-based investment advisor based in Illinois, offering comprehensive wealth management services to individuals both in Illinois and other states. The firm focuses on providing design, structure, and oversight to clients' wealth to enhance their chances of achieving their financial goals. Encompass Wealth Management emphasizes building trust and loyalty through attentive client relationships and collaboration with other trusted professionals. Their mission is to deliver tailored solutions that address client aspirations and concerns while navigating the complexities of wealth management.Explore more
Popular SearchesenCompass Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Encompass Wealth Management Org Chart

PhoneEmail
KS
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Investment Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Encompass Wealth Manageme...

<$5M
1-10
Private
-
-
KS
Kyle SalvittiInvestment Analyst
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Encompass Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Encompass Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Encompass Wealth Management.

Encompass Wealth Management Tech Stack

A closer look at the technologies used by Encompass Wealth Management

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Frequently Asked Questions Regarding Encompass Wealth Management

What is Encompass Wealth Management's official website?
Encompass Wealth Management's official website is www.encompassyourwealth.com
What is Encompass Wealth Management's Revenue?
Encompass Wealth Management's revenue is <$5 Million
What is Encompass Wealth Management's SIC code?
Encompass Wealth Management's SIC: 62,628
What is Encompass Wealth Management's NAICS code?
Encompass Wealth Management's NAICS: 52,523
How many employees does Encompass Wealth Management have?
Encompass Wealth Management has 1-10 employees
What industry does Encompass Wealth Management belong to?
Encompass Wealth Management is in the industry of: Finance, Securities Trading
What is Encompass Wealth Management competition?
Encompass Wealth Management top competitors include: Cape Cod Wealth Strategies & Insurance Services, Copper Canyon Wealth Management, Baystate Financial, Columbia Wealth Management
What technology does Encompass Wealth Management use?
Some of the popular technologies that Encompass Wealth Management uses are: GoCentral, Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates
What does Encompass Wealth Management do?

Encompass Wealth Management, LLC is an independent, fee-based investment advisor based in Illinois, offering comprehensive wealth management services to individuals both in Illinois and other states. The firm focuses on providing design, structure, and oversight to clients' wealth to enhance their chances of achieving their financial goals. Encompa... ss Wealth Management emphasizes building trust and loyalty through attentive client relationships and collaboration with other trusted professionals. Their mission is to deliver tailored solutions that address client aspirations and concerns while navigating the complexities of wealth management.Read More

Is Encompass Wealth Management a public company?
Encompass Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Encompass Wealth Management

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