Announced
Completed
Financials
Tags
Friendly
United States
Majority
Acquisition
Private
Single Bidder
wealth management
Asset Managers and Custodians
Domestic
Completed
Synopsis
Choreo, an independent registered investment adviser, completed the acquisition of Enso Wealth Management, a firm with approximately $1.8bn in assets under management. Financial terms were not disclosed. "Speaking on behalf of everyone at Enso Wealth Management, we are delighted to be joining Choreo. While I am enormously proud of what we have achieved over the years, joining forces with Larry and the Choreo team will provide us with the tools, resources and expertise that will allow us to serve our clients better than ever before and take our business to the next level. I'm excited to see what we can accomplish together moving forward," Jim DeCota, Enso Co-Founder and President.
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