ENZI WEALTH, LLC
Legal name: ENZI WEALTH
CRD #315457 SEC #801-121746 AUSTIN, TX 512-795-0030
SEC Registered
Total AUM
$424M
Discretionary
$414.3M
Employees
7
Clients
0
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $424M | $414.3M | $9.7M | 7 | 0 |
| Mar 2025 | $424M | $414.3M | $9.7M | 7 | 0 |
| Oct 2024 | $337M | $332.7M | $4.4M | 7 | 0 |
| Apr 2024 | $337M | $332.7M | $4.4M | 7 | 0 |
| Mar 2024 | $337M | $332.7M | $4.4M | 7 | 0 |
| Oct 2023 | $266.9M | $266.9M | $0 | 7 | 0 |
| Sep 2023 | $266.9M | $266.9M | $0 | 7 | 0 |
| Jan 2023 | $266.9M | $266.9M | $0 | 7 | 0 |
| Sep 2022 | $268.2M | $262.5M | $5.8M | 2 | 0 |
| Sep 2022 | $268.2M | $262.5M | $5.8M | 2 | 0 |
| Mar 2022 | $268.2M | $262.5M | $5.8M | 2 | 0 |
| Sep 2021 | $226.2M | $226.2M | $0 | 2 | 0 |
| Jul 2021 | $0 | $0 | $0 | 2 | 0 |
| Jul 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
| Jun 2021 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$424M
Discretionary$414.3M
Non-Disc.$9.7M
Employees7
Clients0
DateMar 2025
Total AUM$424M
Discretionary$414.3M
Non-Disc.$9.7M
Employees7
Clients0
DateOct 2024
Total AUM$337M
Discretionary$332.7M
Non-Disc.$4.4M
Employees7
Clients0
DateApr 2024
Total AUM$337M
Discretionary$332.7M
Non-Disc.$4.4M
Employees7
Clients0
DateMar 2024
Total AUM$337M
Discretionary$332.7M
Non-Disc.$4.4M
Employees7
Clients0
DateOct 2023
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$266.9M
Discretionary$266.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$268.2M
Discretionary$262.5M
Non-Disc.$5.8M
Employees2
Clients0
DateSep 2022
Total AUM$268.2M
Discretionary$262.5M
Non-Disc.$5.8M
Employees2
Clients0
DateMar 2022
Total AUM$268.2M
Discretionary$262.5M
Non-Disc.$5.8M
Employees2
Clients0
DateSep 2021
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0