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CHOREO, LLC

ROCKFORD, IL · CRD 111221 · IAPD ↗ · 888-312-2467

$19.14BRegulatory AUM
97Advisory reps
232Employees
244Clients
51-100Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — CHOREO, LLC shrank from 129 to 97 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — CHOREO, LLC added office(s): 33 -> 34 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — CHOREO, LLC moved its main office from MINNEAPOLIS, MN to ROCKFORD, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — CHOREO, LLC added office(s): 31 -> 33 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — CHOREO, LLC reported RAUM up 32% ($12.19B -> $16.03B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — CHOREO, LLC grew from 105 to 129 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.