Unclaimed Profile

Mark Stephen Clure

ENSO WEALTH MANAGEMENT, LLC·PETALUMA, California

SIE, Series 7, Series 63, Series 66CFP19 years registeredENSO WEALTH MANAGEMENT, LLC

11 FIFTH STREET, PETALUMA, CA 94952CRD# 2477274Firm CRD# 287882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Stephen Clure · PETALUMA, CA

Registration

CRD #2477274 · ENSO WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Jan 2023 – present

ENSO WEALTH MANAGEMENT, LLC

Feb 2021 – Jan 2023

Mount Shasta, CA

ENSO WEALTH MANAGEMENT, LLC

Dec 2018 – Dec 2020

MT. SHASTA, CA

EDWARD JONES

Jan 2007 – Dec 2018

MT SHASTA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · January 11, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

2018Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ENSO WEALTH MANAGEMENT, LLC

CRD 287882 · SEC 801-110382

AUM

$1.8B

Regulatory assets under management

Employees

4,726 client accounts

Services offered by ENSO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENSO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Stephen Clure offer?

Mark Stephen Clure specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.

What are Mark Stephen Clure's credentials?

Mark Stephen Clure holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Stephen Clure located?

Mark Stephen Clure is based in PETALUMA, California, working with ENSO WEALTH MANAGEMENT, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.

How does Mark Stephen Clure charge for services?

Mark Stephen Clure's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENSO WEALTH MANAGEMENT, LLC?

ENSO WEALTH MANAGEMENT, LLC has approximately 26 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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