Enzi Wealth, LLC
● SEC registered since 2021CRD 315457SEC# 801-121746Austin, TX
Reg. AUM
$450.9M
Employees
7
Accounts
866
Location
Austin, TX
Enzi Wealth, LLC assets under management
Enzi Wealth, LLC is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2021. It reports $450.9 million in regulatory assets under management and employs 7 people.
Enzi Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| William Christopher Martinez Control | Managing Member & Chief Compliance Officer | Over 75% | 2026 |
Frequently asked questions
How much does Enzi Wealth, LLC manage?
Enzi Wealth, LLC reports $450.9 million in regulatory assets under management on its Form ADV.
How many employees does Enzi Wealth, LLC have?
Enzi Wealth, LLC reports 7 employees.
Where is Enzi Wealth, LLC located?
Enzi Wealth, LLC is based in Austin, TX and has been SEC-registered since 2021.
Does Enzi Wealth, LLC disclose fund performance?
Enzi Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2406 Lake Austin Blvd., Austin, TX 78703 |
| Phone | 512-795-0030 |
| Office hours | Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$450.9M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$450.9Mregulatory AUM
Discretionary $444.6MNon-discretionary $6.2M