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
Choreo to partner with Cherry Bekaert and acquire Cherry Bekaert Wealth Management
Stake in Southeast-Based Wealth Management Business with Approximately $1 Billion in Assets Further Expands Firm’s Footprint Cherry Bekaert Advisory LLC and Choreo to Enter Into Strategic Partnership
Pontera’s technology allows Choreo’s financial advisors to manage and trade clients’ 401(k) and other held away accounts as part of their holistic strategies.
Choreo Announces Acquisition of Enso Wealth Management
California-based Wealth Manager with Approximately $1.8 Billion in Assets Expands Firm’s West Coast Footprint Deal Marks First Expansion for Choreo as a Standalone Company
