ENZA FINANCIAL, LLC

RIASEC RegisteredEst. 2022

Total AUM

$191M

Discretionary

$191M

100% of AUM

Avg account

$564K

Accounts

339

Employees

Advisory reps

Firm details

Headquarters: INDEPENDENCE, Ohio
CRD number: 315827
Registered since: June 16, 2022
Website: www.enzafinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI67.84%
Individuals18.42%
Pension & Profit Sharing Plans6.85%
Corporations / Businesses6.55%
Charitable Organizations0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Enza Financial, LLC is an independent registered investment adviser that focuses on individualized planning and portfolio management for individuals, families and small businesses. The firm is structured as a limited liability company and is owned by an individual principal; it registered with the SEC in 2022. Its practice centers on fee-based relationships—primarily percentage-of-assets-under-management engagements supplemented by hourly charges and other fee arrangements—delivered alongside financial planning and educational workshops. Enza Financial is not positioned as a capital allocator; rather it builds client portfolios from retail and third-party managers and products. Investment activity emphasizes conventional pooled products and discretionary portfolio management. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Advisory services noted on its filing include portfolio management for both individuals and small businesses, portfolio management for businesses or institutions, pension consulting and educational seminars.