ENZI WEALTH

Legal name: ENZI WEALTH, LLC

CRD 315457File 801-121746

APPROVED

Retail clients

Filing as of Mar 29, 2026

Feed vintage Aug 17, 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
Aug 12, 2026	Registration	—	APPROVED

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.