Investment adviser · CRD 287882

ENSO WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

PETALUMA, CA, United States · Form ADV filed Nov 10, 2022

Regulatory AUM
$1.8B
Form ADV · Item 5.F
Client accounts
4,726
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
14
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals397$1,172,214,22865.0%
Individuals1,279$491,462,68727.3%
Retirement plans76$135,565,7877.5%
Corporations & businesses4$2,537,5250.1%
Charities2$1,210,4880.1%
Filing source

Form ADV 1680672 · Nov 10, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 10, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

11 FIFTH STREET, SUITE 108
PETALUMA, CA, 94952, United States

CRD 287882

Filing source

Form ADV 1680672 · Nov 10, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.