| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lewis Martinez Control | Chief Compliance Officer And Managing Member | Over 75% | 2021 |
Enzi Wealth, LLC reports $424 million in regulatory assets under management on its Form ADV.
Enzi Wealth, LLC reports 7 employees.
Enzi Wealth, LLC is based in Austin, TX and has been SEC-registered since 2021.
Enzi Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2406 Lake Austin Blvd., Austin, TX 78703 |
| Phone | 512-795-0030 |
| Office hours | Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $414.3M |
| Non-discretionary | $9.7M |
| Total (RAUM) | $424M |