Aspen, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
PCM Encore, LLC
Team
Firm-wide stats for PCM Encore, LLC
Clients per advisor
18 Very LowAvg AUM per client
$10,752,521 Very HighHNW client ratio
59% Very HighAbout
PCM Encore serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans, offering family office services, comprehensive wealth management, financial planning, retirement plan advisory and outsourced CIO engagements. Clients enter written advisory agreements and the firm provides discretionary portfolio management as well as consulting on held‑away assets and employer‑sponsored plans.
The firm emphasizes diversified, long‑term portfolio construction and strategic asset allocation, favoring passive, low‑cost mutual funds and ETFs where the firm deems markets efficient and applying active managers selectively. PCM Encore integrates tax‑aware portfolio strategies (including Direct Indexing and tax‑loss harvesting where appropriate), uses independent managers and can recommend privately placed securities, exchange funds and private credit for qualified clients.
PCM Encore is notable for its scale and affiliated offerings: ten advisers manage roughly $2.045 billion in discretionary AUM (an above‑average AUM per adviser) and the firm operates multiple offices. The firm discloses affiliated entities—including PCM Kinect, a real‑assets investment manager that sources institutional‑quality real estate opportunities, and PCM Tax, a tax advisory and filing platform launched in October 2025—and treats client participation in affiliated investment or tax services as voluntary while disclosing the resulting conflicts of interest.
Based on PCM Encore, LLC
Expertise
Based on PCM Encore, LLC
Location
520 E Cooper Ave., Ste. 7 C
Aspen CO 81611
Advisors at this office
3
Advisors at this office
Kyle B
CFP®, Series 63, Series 66
Aspen, CO
PCM Encore, LLC
Kyle Boucher is a CFP® with eight years of industry experience, currently serving as an advisor at PCM Encore, LLC. His career includes roles at Morgan Stanley, Fidelity Investments, and Charles Schwab & Co., Inc. He has a background spanning wealth management and financial services across multiple firms. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering comprehensive wealth management, family office services, and outsourced CIO engagements. The firm emphasizes diversified, long-term portfolio construction with a focus on low-cost passive investments and selective active management, integrating tax-aware strategies and independent managers for qualified clients.
Logan S
Series 63, Series 65
Aspen, CO
PCM Encore, LLC
Logan Stelzner is a financial advisor at PCM Encore, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower and GWFS Equities. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a range of services including family office, comprehensive wealth management, and outsourced CIO engagements. The firm emphasizes diversified, long-term portfolio construction with a focus on passive, low-cost investments, tax-aware strategies, and selectively applied active management.
Michael P
Series 65
Aspen, CO
PCM Encore, LLC
Michael Paulus is a financial advisor at PCM Encore, LLC in Aspen, CO, holding a Series 65 credential with two years of industry experience. He has been involved with PCM Encore since 2024 and concurrently participates as a board member of Ontra, a software and legal services provider to private equity groups. Paulus is also a partner at PCM Growth, a private investment company, where he assists in investment decisions and portfolio company development. PCM Encore serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides family office services, comprehensive wealth management, and discretionary portfolio management with an emphasis on diversified, long-term portfolio construction and tax-aware strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)