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Choreo Announces Acquisition Of Enso Wealth Management

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
Choreo
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.