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“What My 22-Year Old Niece Taught Me About the Future of Wealth Management”, November 17, 2023

Choreo Announces Acquisition of Wealth Management Business from BDO

Purchase brings approximately $8.1B in Assets Under Management or Advisement to Choreo and expands the firm’s leadership within the CPA community

Karen Lee joins Choreo as Chief Growth Officer

Wealth Management leader brings proven track record of helping large enterprises grow revenues and achieve goals

Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit

CHICAGO, Aug. 29, 2023 /PRNewswire/ — Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit.

Choreo Launches Choreo Partner Alliance to Provide CPA Industry with Stronger Wealth Management and Client-Service Solutions

Benefits to CPAs include access to Choreo’s Comprehensive Financial, Estate and Business Planning Solutions, as well as its Customized Marketing and Technology Platforms

Choreo Completes Partnership with GreerWalker LLP by Closing Acquisition of GreerWalker Wealth LLC

CHICAGO – Jan. 31, 2023 – Choreo, LLC (“Choreo” or “the firm”) today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker LLP.

Choreo Completes Acquisition of Enso Wealth Management

CHICAGO – Jan. 4, 2023 – Choreo, LLC (“Choreo” or “the firm”) today completed the previously announced acquisition of Enso Wealth Management (“Enso”) a Petaluma, California-based firm with approximately $1.8 billion in assets under management serving over 1,900 families.

Choreo completes partnership with Cherry Bekaert by closing acquisition of Cherry Bekaert Wealth Management

CHICAGO – Jan. 2, 2023 – Choreo, LLC (“Choreo” or “the firm”) today announced it has completed a previously announced agreement to acquire Cherry Bekaert Wealth Management LLC (CBWM), an entity affiliated with Cherry Bekaert Advisory LLC. 

Choreo to partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC

Southeast-Based Wealth Management Business with Approximately $275 Million in Assets Further Expands Firm’s Footprint

GreerWalker LLP and Choreo to Enter Into Ongoing Strategic Partnership
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