Enso Wealth Management, LLC
California
Registered In
02/17/2017
Incorp. Date
Company Summary
Enso Wealth Management, LLC at 140 2nd ST STE 250, Petaluma, Ca 94952 lists Choreo, Llc of Chicago, IL as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Corporation Service Company Which Will Do Business In California As Csc - Lawyers Incorporating Service
Registered 1505 Agent
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2710 GATEWAY OAKS DRIVE STE 150 N, SACRAMENTO, CA 95833
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Choreo, Llc
Manager
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2045 W GRAND AVE SUITE B PMB 36408, CHICAGO, IL 60612-1577
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Showing current associates only (2 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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140 2ND ST STE 250, PETALUMA, CA 94952
View Map
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Financials
Financial Information for Enso Wealth Management, LLC
Form 5500
ENSO WEALTH MANAGEMENT LLC
140 2nd Street, Suite 250, Petaluma, Ca 94952 (707) 981-7584 EIN:82-0721603 Plan Admin:Lisa Decota| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY18 / 0 Assets BOY/EOY$1,482,407 / $0 | 2023 | ENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN - Plan #001 | 18 / 0 | $1,482,407 / $0 |
| 2022 | Plan NameENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY20 / 18 Assets BOY/EOY$1,211,439 / $1,482,407 | 2022 | ENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN - Plan #001 | 20 / 18 | $1,211,439 / $1,482,407 |
| 2021 | Plan NameENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$804,144 / $1,211,439 | 2021 | ENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN - Plan #001 | 19 / 20 | $804,144 / $1,211,439 |
| 2020 | Plan NameENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$556,672 / $804,144 | 2020 | ENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN - Plan #001 | 18 / 19 | $556,672 / $804,144 |
| 2019 | Plan NameENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$324,700 / $556,672 | 2019 | ENSO WEALTH MANAGEMENT LLC 401(K) RETIREMENT PLAN - Plan #001 | 11 / 13 | $324,700 / $556,672 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ENSO WEALTH MANAGEMENT, LLC
1409 Ranch Road, Weed, Ca 96067 Industry:Civic and Social Organizations| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/16/2020 | Approved$20,832 Forgiven$21,014 LenderMechanics Bank Jobs1 | 04/16/2020 | $20,832 | $21,014 | Mechanics Bank | 1 |
| 04/15/2020 | Approved$20,832 Forgiven$20,991 LenderWebBank Jobs1 | 04/15/2020 | $20,832 | $20,991 | WebBank | 1 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:140 2nd St Ste 250 Petaluma, CA
|
Alaris Companies, LLC
Registered in California
|
Norfolk, VA Petaluma, CA | View Report |
Person/Address Match:Choreo Llc -
|
Choreo, LLC
Registered in West Virginia
|
Charleston, WV Minneapolis, MN (1 more) | View Report | |
|
Choreo Insurance Agency, LLC
Registered in Connecticut
|
Chicago, IL Richmond, VA | View Report | |
|
Choreo Insurance Agency, LLC
Registered in Vermont
|
Barre, VT Chicago, IL | View Report | |
|
Choreo Insurance Agency, LLC
Registered in Nevada
|
Chicago, IL | View Report | |
|
Choreo Partner Alliance, LLC
Registered in Nevada
|
Chicago, IL | View Report | |
|
Choreo, LLC
Registered in Connecticut
|
Hartford, CT Minneapolis, MN (1 more) | View Report | |
|
Choreo, LLC
Registered in Vermont
|
Barre, VT Chicago, IL (1 more) | View Report | |
|
Choreo, LLC
Registered in Florida
|
Chicago, IL Tallahassee, FL (1 more) | View Report | |
|
Custom Cheer Choreo, LLC
Registered in Nevada
|
Las Vegas, NV | View Report | |
|
Choreo Insurance Agency, LLC
Registered in Idaho
|
Chicago, IL | View Report | |
|
Choreo Insurance Agency, LLC
Registered in North Carolina
|
Chicago, IL Richmond, VA (1 more) | View Report | |
|
Choreo Partner Alliance, LLC
Registered in North Carolina
|
Chicago, IL | View Report | |
|
Choreo, LLC
Registered in North Carolina
|
Chicago, IL Minneapolis, MN (1 more) | View Report | |
|
Greerwalker Wealth LLC
Registered in North Carolina
|
Charlotte, NC Chicago, IL | View Report | |
|
Choreo Insurance Agency, LLC
Registered in Alaska
|
Chicago, IL Juneau, AK | View Report | |
|
Choreo Insurance Agency, LLC
Registered in Mississippi
|
Madison, MS Richmond, VA | View Report | |
|
Choreo, LLC
Registered in New Hampshire
|
Chicago, IL Minneapolis, MN | View Report | |
|
Choreo, LLC
Registered in Mississippi
|
Madison, MS Minneapolis, MN | View Report | |
|
Birchtree Financial Services LLC
Registered in North Carolina
|
Minneapolis, MN Raleigh, NC | View Report | |
|
Mcgladrey Business Solutions LLC
Registered in North Carolina
|
Chicago, IL Minneapolis, MN (1 more) | View Report |
Address Match:140 2nd St Petaluma, CA
|
Tangram Insurance Services, Inc.
Registered in Ohio
|
Petaluma, CA Upper Arlington, OH (1 more) | View Report | |
|
Pho Sonoma Vietnamese Cuisine LLC
Registered in California
|
Petaluma, CA | View Report | |
|
Second Street Flowers LLC
Registered in California
|
Petaluma, CA | View Report | |
|
Steven J. Lafranchi & Associates, Inc.
Registered in California
|
Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Oregon
|
Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Tennessee
|
Nashville, TN Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Wyoming
|
Cheyenne, WY Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Connecticut
|
Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Virginia
|
Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc
Registered in Utah
|
Petaluma, CA Salt Lake City, UT | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Idaho
|
Nampa, ID Petaluma, CA (1 more) | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Montana
|
Helena, MT Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Georgia
|
Petaluma, CA Petulama, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Washington
|
Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Missouri
|
Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in New Hampshire
|
Concord, NH Petaluma, CA | View Report | |
|
Tangram Insurance Services, Inc.
Registered in Mississippi
|
Petaluma, CA Walnut Creek, CA | View Report | |
|
Decota Wealth Management, LLC
Registered in California
|
Petaluma, CA | View Report |
Related Business Names:
|
Enso Wealth Management LLC
Registered in Nevada
|
Reno, NV | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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