$19.1B Total AUM
$17.1B Disc. AUM
20.6% 3Y CAGR
232 Employees
7,135 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PrimeTimber value +more
- Established Date
- 05-05-2000
- Office Locations
- 53
Office Locations
1 Erdman Place Suite 404 Madison WI
10 N Martingale RD Suite 400 Schaumburg IL
100 Pacifica Suite 360 Irvine CA
About Choreo, LLC
Choreo is a planning-first wealth management firm serving business owners, executives, families, foundations, and working professionals with integrated wealth, investment, and tax planning tailored to goals and risk tolerance. A dedicated Investment Strategy Group supports research and due diligence across investment solutions, and the Choreo CPA Alliance is built to collaborate with CPA partners and other centers of influence across a nationwide footprint.
Team overview
44 AVG AGE
$197.3M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
5.9 yrs AVG TENURE
232 Employees
97 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Quantum Matrix quantum Vector Momentum Oak Ember Summit
Client Personas
Ember Delta Capital
Custodian
Eagle Atlas Delta pathway Capital prime Prime Focus
Investment Themes
Radial Glacier eagle Zenith ember Radial wave Legacy oak
Investment Vehicles
Alpha North Value vector
Platform
Ember Matrix Eagle vector
Services
Optima pioneer Prime Horizon north Value summit Matrix Timber Zenith value Legacy Matrix Capital vital Value Legacy frontier Capital
Technology
Quantum ridge Ridge Insight Ridge Momentum unison Ember oak Zenith catalyst
Owner & Executives
LAWRENCE KENNETH MILES JR.
CORPORATE DEVELOPMENT, EXECUTIVE VICE PRESIDENT
- CRD
- #4549340
- Ownership
- 5% but less than 10%
(759) 938-2052
capital.focus@fusioncapital.com
in linkedin.com/in/signal-pioneer
J
JASON DALE VAN DE LOO
Chief Executive Officer
- CRD
- --
- Ownership
- 5% but less than 10%
(849) 305-8706
foundation.bridge@momentumcapital.com
in linkedin.com/in/eagle-element
M
Momentum value
Ember legacy
- CRD
- #97248
- Ownership
- 33.0%
(679) 616-4927
catalyst.insight@unisoncapital.com
in linkedin.com/in/radial-vector
Showing 2 of 9 owners & executives
Unlock allContacts
J
Joanna Christine Cryan Aiken
Director
- CRD
- #2485909
(719) 856-5867
timber.north@signalcapital.com
in linkedin.com/in/north-alpha
ERIC NATHAN ALLECKSON
Advisor
- CRD
- #4106244
(427) 378-5864
zenith.capital@horizoncapital.com
in linkedin.com/in/catalyst-delta
T
Timber prime
Vertex radial value
- CRD
- #42550
(670) 675-2090
vital.peak@ridgecapital.com
in linkedin.com/in/fusion-insight
Showing 2 of 147 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,052,636,468 | $701,697 |
| Non-Discretionary | $2,086,110,056 | $2,992,984 |
| Total | $19,138,746,524 | $765,580 |
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Separately Managed Accounts
Total SMA Asset: $19,138,746,524
Public Funds:
17.9% Equity - Exchange:
9.5% Cash:
5.3% Municipal Bonds:
12.5% U.S. Government/Agency:
12.3% Corporate - Investment Grade:
15.1% Derivatives:
19.4% Other:
8.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,275,805,102 | 17.9% |
| Equity - Exchange | $677,103,266 | 9.5% |
| Cash | $377,752,349 | 5.3% |
| Municipal Bonds | $890,925,351 | 12.5% |
| U.S. Government/Agency | $876,670,545 | 12.3% |
| Corporate - Investment Grade | $1,076,237,823 | 15.1% |
| Derivatives | $1,382,716,144 | 19.4% |
| Other | $570,192,224 | 8.0% |
| Total | $7,127,402,804 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER FUSION | EAGLE VERTEX | KRUW1PQT2 | JZV | 1.40% | $68,511,596 |
| CREST MERIDIAN | VECTOR MERIDIAN | Q3WPVMPX3 | LSTY | 8.50% | $45,576,263 |
| BEACON ATLAS | CREST DELTA | TKF9LSSCG | XHH | 9.42% | $51,580,503 |
| PATHWAY HARBOR DELTA | TIMBER PEAK | TJ18RNEDP | RLAM | 3.81% | $113,364,767 |
| HORIZON UNISON | MOMENTUM BRIDGE | NDCS7U1BU | QXRY | 2.44% | $59,080,793 |
| PRIME UNISON | FOCUS BRIDGE | VTTWVWTIX | IPCP | 4.88% | $52,299,248 |
| FUSION CATALYST VITAL | FOUNDATION HARBOR | Q93L829JL | VBCG | 0.78% | $23,553,277 |
| EAGLE PATHWAY | ALPHA MERIDIAN | KG080BQ2Z | TCSBK | 11.34% | $80,543,507 |