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Choreo Completes Partnership With Greerwalker Llp By Closing Acquisition Of Greerwalker Wealth Llc

PRIVATEFeb 01, 2023

Acquiring Company

Choreo

Acquired Company

GreerWalker Wealth

ChicagoFinancial ServicesFinanceFinancial ServicesFinanceNon ProfitConsulting

Description

Choreo, LLC ("Choreo" or "the firm") today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker LLP.

Quick answer

Choreo is acquiring GreerWalker Wealth, announced February 1, 2023. Choreo is based in Chicago, Illinois, United States.

How much did Choreo pay for GreerWalker Wealth?
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 GreerWalker Wealth 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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Company Information

Company

Choreo

Location

Chicago, Illinois, United States

About

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.

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Frequently asked

Who acquired GreerWalker Wealth?

GreerWalker Wealth was acquired by Choreo, based in Chicago. The deal was reported on February 1, 2023. 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 GreerWalker Wealth?

Choreo's acquisition of GreerWalker Wealth was reported on February 1, 2023. Choreo, LLC ("Choreo" or "the firm") today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker LLP. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does GreerWalker Wealth do?

GreerWalker Wealth LLC is registered as an investment adviser. As of September 30, 2022, the Firm served high net worth individuals and retirement plans with approximately $275 million under management or advisement. It is privately held, operating in Financial Services.

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