Enza Financial, LLC
Enza Financial, LLC is an SEC-registered mass-market adviser in Independence, OH with $191.2M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Enza Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315827, SEC 801-125885, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $191.2M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Independence, OH
- Employees
- 5
- Clients
- 198
- CRD
- 315827
- Ownership
- Reed, Katherine, E; CREA, JOSEPH, ROSS; CAHILL, LINDA, ANN; FISCHER, SCOTT, GERALD; MILLEN, CHRISTINE, WILLIAMS
How much AUM does Enza Financial, LLC have?
Enza Financial, LLC reported $191.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Enza Financial, LLC?
Disclosed owners and executives of Enza Financial, LLC include Reed, Katherine, E, CREA, JOSEPH, ROSS, CAHILL, LINDA, ANN, FISCHER, SCOTT, GERALD, MILLEN, CHRISTINE, WILLIAMS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.