Be advised. This firm is no longer registered.

Enso Wealth Management, LLC

Enso Wealth Management, LLC (CRD# 287882) is a financial advisory firm headquartered in Petaluma, CA. They manage $1,802,990,715 in 4,726 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
11 Fifth Street, Suite 108, Petaluma, CA 94952
https://www.facebook.com/ensowealth/?ref=br_rs
By the Numbers
  • Total Assets Under Management
    1,803
    MILLION
  • Total Number of Accounts
    4,726
    ACCOUNTS
  • Average Account Value
    $381,505
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, ID, IL, NH, NV, OR, TX, VA, WA

Financial Advisors at Enso Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals