Overview
Assets Under Management: $521 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 482
Average Client Assets: $1.0 million
Frequently Asked Questions
ENSO WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287882), ENSO WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ENSO WEALTH MANAGEMENT, LLC is headquartered in PETALUMA, CA.
ENSO WEALTH MANAGEMENT, LLC serves 482 high-net-worth clients according to their SEC filing dated May 17, 2018. View client details ↓
According to their SEC Form ADV, ENSO WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ENSO WEALTH MANAGEMENT, LLC manages $521 million in client assets according to their SEC filing dated May 17, 2018.
According to their SEC Form ADV, ENSO WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 482
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.70%
Average Client Assets: $1.0 million
Total Client Accounts: 1,518
Discretionary Accounts: 1,500
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 287882
Filing ID: 1217320
Last Filing Date: 2018-05-17 15:26:00