Enzi Wealth
Enzi Wealth is an SEC-registered wealth manager in Austin, TX with $450.9M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Enzi Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315457, SEC 801-121746, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $450.9M (2026-03-29)
- Firm type
- Wealth Manager
- Location
- Austin, TX
- Employees
- 7
- Clients
- 224
- CRD
- 315457
- Ownership
- KING, MATTHEW, JOSEPH; MARTINEZ, DAVID, LEWIS; Martinez, Sofia; MARTINEZ, SOFIA, CONDE; Martinez, William, Christopher
How much AUM does Enzi Wealth have?
Enzi Wealth reported $450.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Enzi Wealth?
Disclosed owners and executives of Enzi Wealth include KING, MATTHEW, JOSEPH, MARTINEZ, DAVID, LEWIS, Martinez, Sofia, MARTINEZ, SOFIA, CONDE, Martinez, William, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.