Enzi Wealth

Enzi Wealth (CRD# 315457) is a financial advisory firm headquartered in Austin, TX. They manage $337,005,324 in 894 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    337
    MILLION
  • Total Number of Accounts
    894
    ACCOUNTS
  • Average Account Value
    $376,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Enzi Wealth
Showing 1 - 2 of 2 top financial advisors.
1
David L. Martinez
CRD#: 2380628
2406 Lake Austin Blvd., Austin, TX 78703

David Martinez (CRD# 2380628) is an Investment Advisor Representative working at Enzi Wealth in Austin, TX and has over 30 years of experience in the finance industry.

2
William C. Martinez
CRD#: 6528481
2406 Lake Austin Blvd., Austin, TX 78703

William Martinez (CRD# 6528481) is an Investment Advisor Representative working at Enzi Wealth in Austin, TX and has over 5 years of experience in the finance industry.

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