ENSO WEALTH MANAGEMENT, LLC
CRD #287882 SEC #801-110382 PETALUMA, CA 707-981-7584
SEC Registered
Total AUM
$1.8B
Discretionary
$1.5B
Employees
26
Clients
--
Accounts
4,726
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2022 | $1.8B | $1.5B | $291.1M | 26 | 1 |
| Jun 2022 | $1.8B | $1.5B | $291.1M | 26 | 1 |
| Mar 2022 | $1.8B | $1.5B | $291.1M | 26 | 1 |
| Dec 2021 | $1.4B | $1.3B | $91.9M | 14 | 0 |
| Nov 2021 | $1.4B | $1.3B | $91.9M | 14 | 0 |
| Sep 2021 | $1.4B | $1.3B | $91.9M | 14 | 0 |
| Jul 2021 | $1.4B | $1.3B | $91.9M | 14 | 0 |
| May 2021 | $1.4B | $1.3B | $91.9M | 14 | 0 |
| May 2021 | $1.4B | $1.3B | $91.9M | 14 | 0 |
| Mar 2021 | $1.4B | $1.3B | $91.9M | 13 | 0 |
| Feb 2021 | $1B | $941.2M | $70.9M | 9 | 2 |
| Jun 2020 | $1B | $941.2M | $70.9M | 9 | 2 |
| May 2020 | $1B | $941.2M | $70.9M | 9 | 2 |
| May 2020 | $1B | $941.2M | $70.9M | 9 | 2 |
| Mar 2020 | $967.5M | $913M | $54.5M | 9 | 2 |
| Feb 2020 | $967.5M | $913M | $54.5M | 9 | 2 |
| May 2019 | $967.5M | $913M | $54.5M | 9 | 2 |
| Mar 2019 | $967.5M | $913M | $54.5M | 9 | 2 |
| Mar 2019 | $520.6M | $497.6M | $23M | 9 | 2 |
| Mar 2019 | $520.6M | $497.6M | $23M | 9 | 2 |
| Mar 2019 | $520.6M | $497.6M | $23M | 9 | 2 |
| Feb 2019 | $520.6M | $497.6M | $23M | 9 | 2 |
| Feb 2019 | $520.6M | $497.6M | $23M | 9 | 2 |
| Jan 2019 | $520.6M | $497.6M | $23M | 9 | 2 |
| Aug 2018 | $520.6M | $497.6M | $23M | 9 | 2 |
| Jul 2018 | $520.6M | $497.6M | $23M | 9 | 2 |
| May 2018 | $520.6M | $497.6M | $23M | 9 | 2 |
| Apr 2018 | $520.6M | $497.6M | $23M | 9 | 2 |
| Feb 2018 | $520.6M | $497.6M | $23M | 9 | 2 |
| Nov 2017 | $339M | $316M | $23M | 9 | 2 |
| Nov 2017 | $339M | $316M | $23M | 9 | 2 |
| Aug 2017 | $339M | $316M | $23M | 9 | 0 |
| Apr 2017 | $339M | $316M | $23M | 8 | 0 |
| Apr 2017 | $0 | $0 | $0 | 8 | 0 |
DateNov 2022
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$291.1M
Employees26
Clients1
DateJun 2022
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$291.1M
Employees26
Clients1
DateMar 2022
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$291.1M
Employees26
Clients1
DateDec 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$91.9M
Employees14
Clients0
DateNov 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$91.9M
Employees14
Clients0
DateSep 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$91.9M
Employees14
Clients0
DateJul 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$91.9M
Employees14
Clients0
DateMay 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$91.9M
Employees14
Clients0
DateMay 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$91.9M
Employees14
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$91.9M
Employees13
Clients0
DateFeb 2021
Total AUM$1B
Discretionary$941.2M
Non-Disc.$70.9M
Employees9
Clients2
DateJun 2020
Total AUM$1B
Discretionary$941.2M
Non-Disc.$70.9M
Employees9
Clients2
DateMay 2020
Total AUM$1B
Discretionary$941.2M
Non-Disc.$70.9M
Employees9
Clients2
DateMay 2020
Total AUM$1B
Discretionary$941.2M
Non-Disc.$70.9M
Employees9
Clients2
DateMar 2020
Total AUM$967.5M
Discretionary$913M
Non-Disc.$54.5M
Employees9
Clients2
DateFeb 2020
Total AUM$967.5M
Discretionary$913M
Non-Disc.$54.5M
Employees9
Clients2
DateMay 2019
Total AUM$967.5M
Discretionary$913M
Non-Disc.$54.5M
Employees9
Clients2
DateMar 2019
Total AUM$967.5M
Discretionary$913M
Non-Disc.$54.5M
Employees9
Clients2
DateMar 2019
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateMar 2019
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateMar 2019
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateFeb 2019
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateFeb 2019
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateJan 2019
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateAug 2018
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateJul 2018
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateMay 2018
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateApr 2018
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateFeb 2018
Total AUM$520.6M
Discretionary$497.6M
Non-Disc.$23M
Employees9
Clients2
DateNov 2017
Total AUM$339M
Discretionary$316M
Non-Disc.$23M
Employees9
Clients2
DateNov 2017
Total AUM$339M
Discretionary$316M
Non-Disc.$23M
Employees9
Clients2
DateAug 2017
Total AUM$339M
Discretionary$316M
Non-Disc.$23M
Employees9
Clients0
DateApr 2017
Total AUM$339M
Discretionary$316M
Non-Disc.$23M
Employees8
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0