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ENZI WEALTH

AUSTIN, TX · CRD 315457 · IAPD ↗ · enziwealth.com · 512-795-0030

$450.9MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — ENZI WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — ENZI WEALTH reported RAUM up 26% ($337.0M -> $424.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
November 2024 — ENZI WEALTH notice-filed in CA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — ENZI WEALTH changed its website from enziwealth.com to fb.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2024 — ENZI WEALTH reported RAUM up 26% ($266.9M -> $337.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.