# ENSO WEALTH MANAGEMENT, LLC

ENSO WEALTH MANAGEMENT, LLC of PETALUMA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 287882
- Type: SEC-registered investment adviser
- SEC file number: 801-110382
- Location: 11 FIFTH STREET, SUITE 108, PETALUMA, CA, 94952
- Phone: 707-981-7584
- Latest filing: 2022-11-10
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $291.1M
- Clients: 26
- Accounts: 4,726

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| JONES CHARLTON ROBERT | MANAGING MEMBER; MEMBER; MEMBER, IAR | — |
| GREENLEAF TAYLOR MCCLELLAN | MEMBER; MEMBER, IAR | — |
| JACOBSON NOAH BENJAMIN | MANAGING MEMBER; MEMBER; MEMBER, IAR | — |
| DECOTA JAMES CHRISTOPHER | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| DeMar William George | MANAGING MEMBER; MEMBER; MEMBER,  IAR | — |
| Blonski Daren | MANAGING MEMBER; MEMBER | — |
| Aiken Joanna Christine Cryan | MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER, IAR | — |
| Thompson Andrew Erik | MEMBER; MEMBER, IAR | — |
| Bailey Toussaint | CHIEF EXECUTIVE OFFICER; MEMBER; MEMBER & CHIEF EXECUTIVE OFFICER | — |
| Stern Joseph K | MANAGING MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER, IAR, CHIEF COMPLIANCE OFFICER | — |
| Clure Mark Stephen | MANAGING MEMBER; MEMBER; MEMBER, IAR | — |
| SEAR STEPHEN DAVID | MEMBER, IAR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287882/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287882/similar
- Related entities: https://search.stillhousedata.com/firm/287882/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287882

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.