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William Christopher Martinez

Investment adviser representative at Enzi Wealth
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$450.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Enzi WealthJan 2026 to now
  2. Maycomb, LLC dba Enzi Private WealthApr 2025 to now
  3. Enzi Wealth, LLCJul 2021 to Mar 2025
  4. Ameriprise Financial Services, Inc.Dec 2017 to Jul 2021
  5. Little CollinsJun 2017 to Dec 2017
  6. University of Texas At AustinAug 2015 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 4 states (CA, CO, TX, VA).

Enzi Wealth

Legal name: Enzi Wealth, LLC

$450.9MAssets managed
224Clients
5Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6528481
Firm CRD
315457
Advisor's SEC record (opens in a new tab)
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