Unclaimed Profile

William George Demar

ENSO WEALTH MANAGEMENT, LLC·PETALUMA, California

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

11 FIFTH STREET, PETALUMA, CA 94952CRD# 4550874Firm CRD# 287882

Profile Verification

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

Identity

William George Demar · PETALUMA, CA

Registration

CRD #4550874 · 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

RENO, NV

ENSO WEALTH MANAGEMENT, LLC

May 2017 – Dec 2020

Lafayette, CA

ENSO WEALTH MANAGEMENT

Mar 2017 – May 2017

Lafayette, CA

EDWARD JONES

Jul 2007 – Feb 2017

ALAMEDA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · July 13, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

2017Customer 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 William George Demar offer?

William George Demar specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.

What are William George Demar's credentials?

William George Demar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William George Demar located?

William George Demar 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 William George Demar charge for services?

William George Demar'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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