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ENZA FINANCIAL, LLC
CRD 315827File 801-125885
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$191.2M
Bottom 25% of cohort (national)
Discretionary AUM
$191.2M
Clients
198
339 accounts
Employees
5
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 16, 2022
- Principal office
- 6450 ROCKSIDE WOODS BLVD S, SUITE 150, INDEPENDENCE, OH, 44131
- Phone
- 216-236-0700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $191.2M
- Discretionary AUM
- $191.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 339
- Non-discretionary accounts
- 0
- Total accounts
- 339
- AUM per client
- $965K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.5M |
| Charitable organizations | Fewer than 5 | $644K |
| High net worth individuals | 45 | $129.7M |
| Pension and profit sharing plans | Fewer than 5 | $13.1M |
| Individuals (other than high net worth individuals) | 153 | $35.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Other 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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.