Choreo invests $6.5M in Bitcoin ETFs, joining institutions like Harvard as crypto gains traction despite regulatory ...

Choreo LLC reveals $6.5 million in Bitcoin ETF holdings across four funds, highlighting its investment in digital assets.

Choreo has introduced Choreo Tax Advantage, an innovative automated platform designed to elevate tax-aware wealth management. This novel approach enables financial advisers and cooperating CPAs to ...

Choreo became an independent RIA in 2022 and currently serves more than 7,000 clients, overseeing approximately $27.2 billion in assets under management and advisement as of December 2024.

By Jessy Siegmann, Alex Damast and Sarah Cohon After a long three years, Choreo is finally back. Jericho High School’s dancers have been without an audience due to the pandemic, and now they ...

New RIA acquirer Choreo makes first deal to buy $1.8B practice By Tobias Salinger November 03, 2022, 2:28 p.m. EDT 3 Min Read ...

Choreo, LLC (“Choreo”), the business formerly known as RSM US Wealth Management LLC, finalized the closing of its previously announced transaction whe ...

Choreo, a Chicago-based independent investment advisory firm that spun off from Top 10 Firm RSM US last year, has acquired an $8.1 billion wealth management practice from BDO USA, a Top 10 Firm based ...

Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.