Encore Wealth Advisors, LLC
● SEC registered since 2025CRD 336566SEC# 801-134311Morris, MN
Reg. AUM
$121.7M
Employees
4
Accounts
1,004
Location
Morris, MN
Encore Wealth Advisors, LLC assets under management
Encore Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Morris, MN. The firm has been registered since 2025. It reports $121.7 million in regulatory assets under management and employs 4 people.
Encore Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| The Timothy J. Schaefer and Kristin K. Schaefer Living Trust Control | Owner | Over 75% | 2009 |
| Timothy John Schaefer Control | Chief Compliance Officer & Ceo | Under 5% | 2025 |
| Kristin Kay Schaefer Control | Trustee | 50-75% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Encore Wealth Advisors, LLC manage?
Encore Wealth Advisors, LLC reports $121.7 million in regulatory assets under management on its Form ADV.
How many employees does Encore Wealth Advisors, LLC have?
Encore Wealth Advisors, LLC reports 4 employees.
Where is Encore Wealth Advisors, LLC located?
Encore Wealth Advisors, LLC is based in Morris, MN and has been SEC-registered since 2025.
Does Encore Wealth Advisors, LLC disclose fund performance?
Encore Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 715 Atlantic Avenue, Morris, MN 56267 |
| Phone | 320-288-4084 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.7M▲ 13%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$121.7Mregulatory AUM
Discretionary $121.6MNon-discretionary $24K