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ENSO WEALTH MANAGEMENT, LLC
ENSO WEALTH MANAGEMENT, LLC
PETALUMA, California
·
11 registered advisors
·
CRD# 287882
SEC# 801-110382
5
(707) 981-7584
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ENSO WEALTH MANAGEMENT, LLC
11 registered advisors
Andrew Erik Thompson
PETALUMA, California
CRD# 4616616
David Robert Jones
PETALUMA, California
CRD# 4012341
James Christopher Decota
PETALUMA, California
CRD# 4651010
Joanna Christine Cryan Aiken
PETALUMA, California
CRD# 2485909
Joseph K Stern
PETALUMA, California
CRD# 2274803
Mark Stephen Clure
PETALUMA, California
CRD# 2477274
Noah Benjamin Jacobson
PETALUMA, California
CRD# 5470622
Stephen David Sear
PETALUMA, California
CRD# 4513156
Taylor Mcclellan Greenleaf
PETALUMA, California
CRD# 4110252
Toussaint Bailey
PETALUMA, California
CRD# 6955049
William George Demar
PETALUMA, California
CRD# 4550874
05
Office Locations
PETALUMA, California
11 advisors
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Data sourced from SEC Form ADV filings. ENSO WEALTH MANAGEMENT, LLC (CRD# 287882) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.