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ENZI WEALTH
ENZI WEALTH, LLC
CRD 315457 · SEC 801-121746
2406 LAKE AUSTIN BLVD., AUSTIN, TX, 78703, United States
Phone
512-795-0030
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$450.9M
Discretionary AUM
$444.6M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $38.0M |
| High net worth individuals | 140 | $405.9M |
| Pension/profit sharing plans | 3 | $6.2M |
| Corporations/business entities | 2 | $793K |
States served
CA, CO, VA, TX
All web addresses on file
Official SEC filing: View on IAPD