Mary Elizabeth Minshall
Investment adviser representative at Encompass Wealth Advisors, LLC
12 yearsExperience
1 stateRegistered in
$472.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Encompass Wealth Advisors, LLCJul 2014 to now
- Purshe Kaplan Sterling InvestmentsJul 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (OR).
Encompass Wealth Advisors, LLC
$472.8MAssets managed
1,343Clients
4Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4073837
- Firm CRD
- 170807