ENZI WEALTH
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 315457
- Registered since
- July 13, 2021
- Website
- www.enziwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.01%
- Individuals8.43%
- Pension & Profit Sharing Plans1.38%
- Corporations / Businesses0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Enzi Wealth is an independent registered investment adviser structured as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional clients, positioning itself as a fee-based advisor that charges a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Enzi Wealth reports a preference for equities as its primary asset class and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2William Martinez
Chief Operating OfficerCRD 6528481
DAVID MARTINEZ
Founding Partner and CEOCRD 2380628
Contacts
3 of 3Daniel Martinez
Operations AssistantCRD 8056347
Zachariah Wood
Client Service AssociateCRD 8155684
Daniel Snowden
Senior AssociateCRD 7061399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$238M in ETFs
53%
$127M
40%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US MID CAP VALUE ETF (AVMV) | Avantis | Active | Mid Cap Value | $50.2M | 677,009 | 21.09% |
Location
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 2406 Lake Austin Blvd
- Time zone
- CT (UTC-6)
- Office locations
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