Enza Financial, LLC
● SEC registered since 2022CRD 315827SEC# 801-125885Independence, OH
Reg. AUM
$191.2M
Employees
5
Accounts
339
Location
Independence, OH
Enza Financial, LLC assets under management
Enza Financial, LLC is a registered investment adviser overseen by the SEC based in Independence, OH. The firm has been registered since 2022. It reports $191.2 million in regulatory assets under management and employs 5 people.
Enza Financial, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Ross Crea Control | President | 25-50% | 2014 |
| Katherine E Reed Control | Chief Compliance Officer | Under 5% | 2021 |
| Linda Ann Cahill Control | Principal | 25-50% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Enza Financial, LLC manage?
Enza Financial, LLC reports $191.2 million in regulatory assets under management on its Form ADV.
How many employees does Enza Financial, LLC have?
Enza Financial, LLC reports 5 employees.
Where is Enza Financial, LLC located?
Enza Financial, LLC is based in Independence, OH and has been SEC-registered since 2022.
Does Enza Financial, LLC disclose fund performance?
Enza Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6450 Rockside Woods Blvd S, Suite 150, Independence, OH 44131 |
| Phone | 216-236-0700 |
| Fax | 216-264-8077 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.2M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$191.2Mregulatory AUM
Discretionary $191.2M