Investment adviser · CRD 315457
ENZI WEALTH
Investment adviser filing (IA)
ENZI WEALTH, LLC
AUSTIN, TX, United States · Form ADV filed Mar 29, 2026
- Regulatory AUM
- $451M Form ADV · Item 5.F
- Client accounts
- 866 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 140 | $405,853,519 | 90.0% |
| Individuals | 79 | $38,003,593 | 8.4% |
| Retirement plans | Fewer than 5 | $6,233,717 | 1.4% |
| Corporations & businesses | Fewer than 5 | $792,865 | 0.2% |
Filing source
Form ADV 2066301 · Mar 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2406 LAKE AUSTIN BLVD.AUSTIN, TX, 78703, United States
CRD 315457
Filing source
Form ADV 2066301 · Mar 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.