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

Clients

Accounts

951

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 28, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KING, MATTHEW, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
KING, MATTHEW, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
KING, MATTHEW, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
KING, MATTHEW, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
KING, MATTHEW, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
KING, MATTHEW, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA
OBRYANT, COLLIN, FREDRICK	I	CHIEF COMPLIANCE OFFICER	NA
MARTINEZ, DAVID, LEWIS	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
MARTINEZ, SOFIA, CONDE	I	MANAGING MEMBER AND CCO	E	Control
MARTINEZ, SOFIA, CONDE	I	MANAGING MEMBER	E	Control
MARTINEZ, SOFIA, CONDE	I	MANAGING MEMBER AND CCO	E	Control
MARTINEZ, SOFIA, CONDE	I	MANAGING MEMBER	E	Control
Martinez, Sofia	I	MANAGING MEMBER AND CCO	E	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
MARTINEZ, DAVID, LEWIS	I	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	Control
Martinez, William, Christopher	I	CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	B	Control

Registrations

Federal

Aug 28, 2025 REGISTERED

Notice Filings (4)

CA CO TX VA

Address

2406 LAKE AUSTIN BLVD.
AUSTIN, TX 78703
United States

Phone: 512-795-0030