Unclaimed Profile

Taylor Mcclellan Greenleaf

ENSO WEALTH MANAGEMENT, LLC·PETALUMA, California

Series 7, Series 6626 years registeredENSO WEALTH MANAGEMENT, LLC

11 FIFTH STREET, PETALUMA, CA 94952CRD# 4110252Firm CRD# 287882

Profile Verification

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

Identity

Taylor Mcclellan Greenleaf · PETALUMA, CA

Registration

CRD #4110252 · ENSO WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Jan 2023 – present

ENSO WEALTH MANAGEMENT, LLC

Feb 2021 – Jan 2023

ASHLAND, OR

ENSO WEALTH MANAGEMENT, LLC

Aug 2017 – Dec 2020

PETALUMA, CA

GREENLEAF & BURLESON WEALTH MANAGEMENT, LLC

Jun 2004 – Aug 2017

PETALUMA, CA

FSC SECURITIES CORPORATION

Jun 2003 – Jan 2006

PETALUMA, CA

UBS FINANCIAL SERVICES INC.

Mar 2000 – Jun 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 16, 2000

Years registered · 26

Disclosure History

2003Customer Dispute·Denied

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 Taylor Mcclellan Greenleaf offer?

Taylor Mcclellan Greenleaf specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.

What are Taylor Mcclellan Greenleaf's credentials?

Taylor Mcclellan Greenleaf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Taylor Mcclellan Greenleaf located?

Taylor Mcclellan Greenleaf 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 Taylor Mcclellan Greenleaf charge for services?

Taylor Mcclellan Greenleaf'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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