PCM Encore Surpasses $2 Billion in Client AUM, Expands Integrated Family Office Platform

Continues to scale integrated family office platform with direct investment, tax, estate and other wealth management solutions designed to help clients address the full complexity of their financial lives

ASPEN, Colo.--(BUSINESS WIRE)--PCM Encore, a technology-forward, independent fiduciary financial advisor serving ultra-high-net-worth individuals, trusts, and family offices, today announced it has surpassed $2 billion in client assets under management as of September 2026, marking a significant milestone since opening its institutional-grade family office platform to outside families in September 2024.

PCM Encore grew out of technology entrepreneur Michael Paulus’ single family office, where he spent five years building a robust wealth management platform and a team of specialists from large and highly regarded investment firms and tech industry leaders. The firm continues to expand its advisor network and direct investment capabilities across the United States, while providing clients with complete wealth management and family office services.

“Surpassing $2 billion in client AUM in just under two years is an important milestone for PCM Encore and reflects the demand we see from entrepreneurs and families for a more innovative and personalized approach to their financial lives,” said Michael Paulus, Founder of PCM Encore. “Our focus remains on building a unique platform that delivers both comprehensive wealth management and provides integrated planning for large, complex portfolios on par with the best institutional CIOs.”

The milestone follows continued investment across PCM Encore’s platform, including the introduction of PCM Tax, an affiliated entity that operates independently while providing expert in-house tax and estate planning services to PCM Encore clients who elect to utilize these services. PCM Tax complements the firm’s existing family office, direct investment and broader wealth management solutions with services such as exit and liquidity planning, tax preparation and filing, quarterly estimates, entity structuring and tax-efficient asset placement. These critical services have continued to complement PCM Encore’s unique access to private direct investments, as well as other coordinated offerings.

PCM Encore has also expanded its advisor and investment professional footprint across key wealth markets, including Aspen, Charlotte, Denver, Seattle, New York City, Menlo Park and Miami. Two years since opening its investment and wealth management solutions to outside families, the firm has grown to serve nearly 180 families with a team of 22 professionals, with expertise spanning investment management, technology, compliance, tax, estate planning and client service.

About PCM Encore

PCM Encore is a technology-forward, independent fiduciary financial advisor serving ultra-high-net-worth individuals, trusts, and family offices. The firm, together with its affiliated entity PCM Tax, combines a personalized, client-first approach with institutional investment access, proprietary strategies, and deep expertise in tax and estate planning. PCM Encore manages surpassed $2 billion in client assets under management as of September 2026. It is headquartered in Bellevue, Washington, with advisors and investment professionals based in Aspen, Charlotte, Denver, Seattle, New York City, and Menlo Park. For more information, please visit https://encoreinvestment.com/.