Acquiring Company
Choreo
Acquired Company
Enso Wealth Management
ChicagoFinancial ServicesFinanceFinancial ServicesFinanceConsultingDescription
Choreo, LLC ("Choreo" or "the firm") – an independent registered investment adviser (RIA) focused on designing and building financial solutions that improve the well-being of clients, their families and the communities where they live – today announced that it has agreed to acquire Enso Wealth Management ("Enso"), a Petaluma, California-based firm with approximately $1.8 billion in assets under management.
Quick answer
Choreo is acquiring Enso Wealth Management, announced November 3, 2022. Choreo is based in Chicago, Illinois, United States.
- How much did Choreo pay for Enso Wealth Management?
- The deal value was not disclosed.
- What does Choreo do?
- Choreo is an independent firm focused on redefining the RIA's place in the wealth advisory industry.
- Where are Choreo and Enso Wealth Management based?
- Choreo is based in Chicago, Illinois, United States.
- Who are the decision-makers at Choreo?
- Fundz holds 1 contact at Choreo. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Choreo, and when
When Choreo changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Choreo raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Choreo, from your own LinkedIn network
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Frequently asked
Who acquired Enso Wealth Management?
Enso Wealth Management was acquired by Choreo, based in Chicago. The deal was reported on November 3, 2022. Choreo is an independent firm focused on redefining the RIA's place in the wealth advisory industry. Choreo is privately held and operates in Financial Services.
When did Choreo acquire Enso Wealth Management?
Choreo's acquisition of Enso Wealth Management was reported on November 3, 2022. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Enso Wealth Management do?
Enso Wealth provides individuals and other types of clients with a wide array of investment advisory services. Enso Wealth offers individualized investment advice to clients utilizing its Comprehensive Portfolio Management service. It is privately held, operating in Financial Services.
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