RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
James Christopher Decota
- Business email
- jim.decota@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Choreo, LLC independent RIA currentsince Feb 4, 2026 · Reno, Nv
- Enso Wealth Management, LLC formerFeb 26, 2021 to Jan 5, 2023 · Petaluma, Ca
- Enso Wealth Management, LLC formerMay 15, 2017 to Dec 31, 2020 · Petaluma, Ca
- Decota Wealth Management, LLC formerMar 10, 2014 to May 30, 2017 · Petaluma, Ca
- Edward Jones national BDMar 3, 2008 to Mar 12, 2014 · Petaluma, Ca
- Enso Wealth Management, LLC to Choreo, LLCleft Jan 5, 2023, registered Feb 4, 2026 (1126 days) · RIA to RIA · moved with a team
- Decota Wealth Management, LLC to Enso Wealth Management, LLCleft May 30, 2017, registered May 15, 2017 (-15 days) · Other · moved with a team
- Edward Jones to Decota Wealth Management, LLCleft Mar 12, 2014, registered Mar 10, 2014 (-2 days) · Affiliated broker-dealer or bank to a newly registered adviser
- James Christopher Decota left Enso Wealth Management, Llc for Choreo, Llc (registered 2026-02-04)Jan 5, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address