Insights

Acquisition Alignment The acquisition by Choreo signals ongoing consolidation in the RIA space, creating an opportunity to offer integration, data migration, and workflow automation services to the Choreo network and West Coast partners.

Scale-ready Clientele With roughly $1.8B in AUM and about 1,900 families, the firm operates at a scale that can benefit from scalable technology, analytics, and compliance platforms to support growth and enhance client experience.

West Coast Growth The West Coast expansion via the acquisition suggests ongoing regional growth needs, including onboarding, marketing activation, and local compliance resources.

Tech Modernization A tech stack anchored in WordPress, PHP, and legacy jQuery points to opportunities for CMS modernization, security hardening, and enhanced analytics integrations.

Client Experience Active use of Trustpilot shows emphasis on client feedback; propose review-management, customer experience platforms, and CRM-integrated NPS and survey workflows.

Enso Wealth Management Tech Stack

Enso Wealth Management uses 8 technology products and services including Akamai, Cart Functionality, TweenMax, and more. Explore Enso Wealth Management's tech stack below.

  • Akamai
    Content Delivery Network
  • Cart Functionality
    E-commerce
  • TweenMax
    Javascript Frameworks
  • Preact
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

Enso Wealth Management's Email Address Formats

Enso Wealth Management uses at least 1 format(s):
Enso Wealth Management Email FormatsExamplePercentage
First@ensowealth.comJohn@ensowealth.com
67%
Last@ensowealth.comDoe@ensowealth.com
26%
FLast@ensowealth.comJDoe@ensowealth.com
7%

Frequently Asked Questions

Where is Enso Wealth Management's headquarters located?

Minus sign iconPlus sign icon
Enso Wealth Management's main headquarters is located at 140 2nd Street Petaluma, California 94952 United States. The company has employees across 1 continents, including North America.

What is Enso Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
Enso Wealth Management's official website is ensowealth.com and has social profiles on LinkedIn.

What is Enso Wealth Management's NAICS code?

Minus sign iconPlus sign icon
Enso Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Enso Wealth Management have currently?

Minus sign iconPlus sign icon
As of December 2025, Enso Wealth Management has approximately 22 employees across 1 continents, including North America. Key team members include Principal: B. G.Principal: W. D.. Explore Enso Wealth Management's employee directory with LeadIQ.

What industry does Enso Wealth Management belong to?

Minus sign iconPlus sign icon
Enso Wealth Management operates in the Financial Services industry.

What technology does Enso Wealth Management use?

Minus sign iconPlus sign icon
Enso Wealth Management's tech stack includes AkamaiCart FunctionalityTweenMaxPreactAmazon ALBPHPGoogle Tag ManagerBootstrap.

What is Enso Wealth Management's email format?

Minus sign iconPlus sign icon
Enso Wealth Management's email format typically follows the pattern of First@ensowealth.com. Find more Enso Wealth Management email formats with LeadIQ.

When was Enso Wealth Management founded?

Minus sign iconPlus sign icon
Enso Wealth Management was founded in 2014.

Enso Wealth Management

Financial ServicesCalifornia, United States11-50 Employees

As independent, fee-based financial advisors, we're a different kind of advisory firm: one built around placing clients'​ success and well-being above all else.

Our mission is to translate wealth into fulfillment. We do so by helping clients cultivate and protect what matters most in life. Wealth in the form of money is at the core of what we do, but our most important work addresses a broader definition of wealth. We guide clients on their own journeys to build “wealth” in the form of meaningful relationships, self-care and self-actualization, positive impact on the world, and personal joy.

Section iconCompany Overview

Headquarters
140 2nd Street Petaluma, California 94952 United States
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Enso Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Enso Wealth Management's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.