# Enzi Wealth

> Enzi Wealth is an SEC-registered investment advisory firm in Austin, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 315457
- Filed as: ENZI WEALTH
- Legal name: Enzi Wealth, LLC
- Also doing business as: ENZI PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315457
- AdvisorCensus page: https://advisorcensus.com/firm/enzi-wealth-austin-tx-315457

## Quick answers

**How is Enzi Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Enzi Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Enzi Wealth located?**
Enzi Wealth's principal office is in Austin, TX, according to its Form ADV; the September 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Enzi Wealth registered with the SEC or a state?**
Enzi Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315457.

**How much does Enzi Wealth manage?**
Enzi Wealth reports $450,883,694 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (99% discretionary).

**How have Enzi Wealth's assets and staff changed since 2021?**
In the Form ADV data for Enzi Wealth: Regulatory assets under management: $226,190,441 in the October 2021 data and $450,883,694 in the October 2026 data, up 99%. Total employees: 2 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Enzi Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (140); individuals (other than high net worth individuals) (79); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Enzi Wealth use?**
Enzi Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Enzi Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315457

**Does Enzi Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 29, 2026 says: "We do not have a minimum account size for our asset management services."

**What changed in Enzi Wealth's recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Austin, TX. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Account minimum: None

> We do not have a minimum account size for our asset management services.

- Minimum annual fee: $20,000

> We generally require a minimum annual fee of $20,000 for our investment advisory services. This minimum may result in a higher effective percentage rate than the tiers listed above for smaller account balances.

> At our discretion, we may waive or reduce this minimum fee based on certain criteria (e.g., family members of existing clients, anticipated future additions, etc.).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $450,883,694
- Discretionary: $444,649,977
- Non-discretionary: $6,233,717

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $38,003,593 |
| High net worth individuals | 140 | $405,853,519 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $6,233,717 |
| Corporations or other businesses not listed above | 2 | $792,865 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2025 filing
- Austin, TX

### Websites listed on Form ADV (Item 1.I)
- enziprivatewealth.com
- enziwealth.com
- fb.com/enziwealth.com
- Instagram @enziwealth
- LinkedIn @enzi-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,190,441 | 2 | September 14, 2021 |
| October 2022 | $268,242,280 | 2 | September 9, 2022 |
| October 2023 | $266,898,983 | 7 | September 7, 2023 |
| October 2024 | $337,005,324 | 7 | April 18, 2024 |
| October 2025 | $424,037,926 | 7 | March 18, 2025 |
| October 2026 | $450,883,694 | 7 | March 29, 2026 |

Regulatory assets under management: $226,190,441 in the October 2021 data and $450,883,694 in the October 2026 data, up 99%.
Total employees: 2 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Austin, TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enzi Wealth (CRD 315457): Form ADV filing data as of October 2026.