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, privately held registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2021) and serves both individual/family and institutional clients. Its advisory work includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm describes equities as its primary preference and appears to implement multi-client strategies rather than acting as a capital allocator to in-house funds. ESG is not listed as an area of active investment focus.
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 2
William Martinez
Chief Operating OfficerCRD 6528481
David Martinez
Founding Partner and CEOCRD 2380628
Contacts
3 of 3
Daniel Snowden
Senior AssociateCRD 7061399
Daniel Martinez
Operations AssistantCRD 8056347
Zachariah Wood
Client Service AssociateCRD 8155684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$278M in ETFs
53%
$147M
40%
$130M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US MID CAP VALUE ETF (AVMV) | Avantis | Active | Mid Cap Value | $57.6M | 734,458 | 20.72% |
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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