ENCORE WEALTH ADVISORS, LLC

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UUID6570e277-7531-5694-a70b-23cb419bf841

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	336566	336566	—	1.0

Profile

Website—

HQ CityMORRIS

HQ StateMN

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

ENCORE WEALTH ADVISORS adv_part1

People

Name	Title	Role	Email	Evidence
Schaefer, Kristin, Kay	TRUSTEE	OFFICER	—	{"filing_id": "2016151", "owner_id": "7241345", "source": "adv_part1", "table": "Schedule_A_B"}
SCHAEFER, TIMOTHY, JOHN	TRUSTEE	OFFICER	—	{"filing_id": "2016151", "owner_id": "2493666", "source": "adv_part1", "table": "Schedule_A_B"}
THE TIMOTHY J. SCHAEFER AND KRISTIN K. SCHAEFER LIVING TRUST	OWNER	OFFICER	—	{"filing_id": "2016151", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Schaefer, Kristin, Kay

TRUSTEE

OFFICER

—

{"filing_id": "2016151", "owner_id": "7241345", "source": "adv_part1", "table": "Schedule_A_B"}

SCHAEFER, TIMOTHY, JOHN

TRUSTEE

OFFICER

—

{"filing_id": "2016151", "owner_id": "2493666", "source": "adv_part1", "table": "Schedule_A_B"}

THE TIMOTHY J. SCHAEFER AND KRISTIN K. SCHAEFER LIVING TRUST

OWNER

OFFICER

—

{"filing_id": "2016151", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/15/2025 04:26:13 PM",
  "filing_id": "2016151",
  "reg_type": "IA"
}
```

ENCORE WEALTH ADVISORS, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1