Enso Wealth Management, LLC

Enso Wealth Management, LLC is a California-based investment advisor firm that succeeded DeCota Wealth Management, LLC in 2014. The firm manages approximately $1.51 billion on a discretionary basis and $291 million on a non-discretionary basis as of December 31, 2021. Enso Wealth offers comprehensive portfolio management, financial planning, and pension consulting services to individuals, families, trusts, corporations, and retirement plans. The firm's investment strategies include long-term and short-term purchases, trading, and short sales, among others. Enso Wealth may delegate certain administrative and investment oversight duties to sub-advisors and provides a customized multi-manager portfolio solution through the Enso Custom Portfolio Platform. The firm charges fees based on a percentage of assets under management, with flat fees for financial planning and pension consulting services. Enso Wealth does not receive soft dollar benefits and does not vote proxies on behalf of clients. The firm maintains client assets with a qualified custodian and does not have custody of client funds. Enso Wealth's privacy policy ensures the protection of client information and limits disclosures to non-affiliated third parties. Clients have the option to opt-out of certain disclosures. The firm's commitment to privacy, security practices, and accuracy of client information is emphasized in its policies.