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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-05-2000
- Office Locations
- 58
Office Locations
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.
Reported data analysis
What the numbers show
Between October 7, 2025 and July 10, 2026, reported AUM increased 5.0%, from $18.2B to $19.1B.
Across 5 reported observations, AUM increased 98.8% between July 20, 2022 and July 10, 2026, from $9.6B to $19.1B.
Of the latest reported AUM, 89.1% is discretionary and 10.9% is non-discretionary.
The firm reports 97 advisory representatives and 7,135 clients, or 73.6 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 58 reported office locations and 26 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
LAWRENCE KENNETH MILES JR.
CORPORATE DEVELOPMENT, EXECUTIVE VICE PRESIDENT
- CRD
- #4549340
- Ownership
- 5% but less than 10%
JASON DALE VAN DE LOO
Chief Executive Officer
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 9 owners & executives
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Joanna Christine Cryan Aiken
Director
- CRD
- #2485909
Eric Joseph Alexander
--
- CRD
- #8315102
Showing 2 of 150 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Choreo, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Choreo, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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