Enzi Wealth

RIASEC RegisteredEst. 2021

Total AUM

$451M

Discretionary

$445M

99% of AUM

Avg account

$521K

Accounts

866

Employees

Advisory reps

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

FINTRX

Overview

Enzi Wealth is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning and portfolio management services across personal, small-business and institutional relationships. Its service menu explicitly includes pension consulting in addition to comprehensive planning and discretionary portfolio management. The firm’s billing model is a mix of AUM fees, hourly charges and flat fees. Enzi Wealth does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser under that classification.