Overview

Advisor Listing - $80MM AUM Merge Opportunity in Pleasanton, CA

Enso Wealth Management, an RIA, is a collective group of like-minded advisors. We aren't a silo practice and we aren't an ensemble. We allow our partners to maintain ownership of the practices they've built while getting the support they need to operate simply and elegantly. We are well positioned to acquire a practice and to act as a successor, if the fit is right, and have experience doing so. However, we are most interested in adding innovative partners to Enso. While existing RIA practitioners and independent brokers have merged with us successfully, we are particularly proud of our ability to transition advisors from a wire house structure to an RIA environment. We have resources to support advisors anywhere in the Bay Area, but we are especially excited to expand our community in Pleasanton and Orinda. Please reach out, we have more to share than is allowed in a few short sentences!

Last Activity
6 months or more

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