Choreo Announces Acquisition Of Enso Wealth Management
11/03/22, 10:08 AM
Industry
finance
financial services
finance
financial services
consulting
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.
Company Info
Company info
Choreo is an independent firm focused on redefining the RIA's place in the wealth advisory industry. Passionate about improving the well-being of clients, their families and their communities, Choreo operates out of 28 locations across the country. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 3,600 families with approximately $11.8 billion of assets under management or advisement (as of April 2022). For more information, visit choreoadvisors.com.
Choreo, LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. Choreo, LLC is an SEC-registered investment adviser. Registration as an investment adviser does not imply any skillset of the wealth manager and/or its advisors.