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ENZI WEALTH
2406 Lake Austin Blvd.
Austin, Texas 78703
Tel: 512-795-0030
About ENZI WEALTH
ENZI WEALTH, formally registered with the SEC as ENZI WEALTH. The firm was established in 07/13/2021. They have over 1 offices throughout the country.
ENZI WEALTH is a Austin, Texas based Financial Planning firm with nearly $337,005,324 assets under management, offering retirement planning & investment advisory services to 894 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315457 |
| SEC# | 801-121746 |
| Assets Managed by Firm | $337,005,324 |
| No. of Clients | 894 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 894 | $337,005,324 |
| Individuals (other than high net worth individuals) | 137 | $48,304,926 |
| High net worth individuals | 134 | $280,509,487 |
| Pension and profit sharing plans | 5 | $5,703,646 |
| Corporations or other businesses | 2 | $2,487,265 |
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