Enso Wealth Management, serving over 1,900 families with approximately $1.8 billion in assets under management, has been acquired by Choreo, LLC. Enso Wealth Management’s advisors and support staff will continue supporting clients with individualized investment advice under Choreo, with the added advantages that come from Choreo’s twenty years spent building tools and infrastructure that facilitate innovative wealth management strategies. The addition of Enso Wealth Management brings Choreo’s assets under management or advisement to approximately $14.5 billion.
January 2023