Choreo Acquires Enso Wealth Management
November 3, 2022
Choreo, an independent registered investment adviser, has agreed to acquire Enso Wealth Management, a Petaluma, California-based RIA managing about $1.8 billion in client assets. The deal expands Choreo's West Coast footprint and increases its assets under management to approximately $13.5 billion; terms were not disclosed and the acquisition is expected to close before year-end.
- Buyers
- Choreo, LLC
- Targets
- Enso Wealth Management
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Addon
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