ENZI WEALTH

Legal name: ENZI WEALTH, LLC

CRD 315457File 801-121746

APPROVED

Retail clients

Filing as of Mar 29, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$450.9M

Above cohort median (national)

Discretionary AUM

$444.6M

Non-discretionary $6.2M

Clients

224

866 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jul 13, 2021
Principal office: 2406 LAKE AUSTIN BLVD., AUSTIN, TX, 78703
Phone: 512-795-0030
Website: http://www.enziwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $450.9M
Discretionary AUM: $444.6M
Non-discretionary AUM: $6.2M
Discretionary accounts: 863
Non-discretionary accounts: 3
Total accounts: 866
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$793K
High net worth individuals	140	$405.9M
Pension and profit sharing plans	Fewer than 5	$6.2M
Individuals (other than high net worth individuals)	79	$38.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	283	224	decreased by59
Apr 1, 2026	AUM	$424,037,926	$450,883,694	increased by$26,845,768
Apr 1, 2026	Accounts	951	866	decreased by85
May 1, 2025 vs Oct 1, 2022	Employees	2	7	increased by5
May 1, 2025 vs Oct 1, 2022	Clients	199	283	increased by84
May 1, 2025 vs Oct 1, 2022	AUM	$268,242,280	$424,037,926	increased by$155,795,646
May 1, 2025 vs Oct 1, 2022	Accounts	707	951	increased by244
Apr 1, 2022	Clients	194	199	increased by5
Apr 1, 2022	AUM	$226,190,441	$268,242,280	increased by$42,051,839
Apr 1, 2022	Accounts	635	707	increased by72
Oct 1, 2021	Registration	APPROVED-120	APPROVED
Oct 1, 2021	AUM	$0	$226,190,441	increased by$226,190,441
Oct 1, 2021	Accounts	0	635	increased by635
Aug 1, 2021	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ENZI WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENZI WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.