SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Enzi Wealth
Austin, TX
Enzi Wealth, LLC, CRD 315457
Firm filing updated March 29, 2026 ·
- $450.9MAssets
- 3Advisory staff
- 866Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals140
- Individuals79
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 79 | $38.0 million |
| High net worth individuals | 140 | $405.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $6.2 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $792,865 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$450.9 million
- Accounts866
- Discretionary$444.6 million · 863 accounts
- Non-discretionary$6.2 million · 3 accounts
People
- Employees7
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Enzi Wealth, LLC SEC-registered investment advisor. CRD 315457, SEC file 801-121746.
- Registered with the SEC as an investment advisor (status date on record: July 13, 2021).
Is Enzi Wealth a fiduciary?
Short answer: Enzi Wealth is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.