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ENZA FINANCIAL, LLC
CRD 315827File 801-125885
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Clients | 152 | 198 | increased by46 |
| Apr 1, 2026 | AUM | $146,474,385 | $191,160,236 | increased by$44,685,851 |
| Apr 1, 2026 | Accounts | 271 | 339 | increased by68 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 108 | 152 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $111,436,923 | $146,474,385 | increased by$35,037,462 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 179 | 271 | increased by92 |
| Jul 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ENZA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENZA FINANCIAL” 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.