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ENZA FINANCIAL, LLC

INDEPENDENCE, OH · CRD 315827 · IAPD ↗ · enzafinancial.com · 216-236-0700

$191.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — ENZA FINANCIAL, LLC reported RAUM up 31% ($146.5M -> $191.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — ENZA FINANCIAL, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — ENZA FINANCIAL, LLC now reports custody of client assets ($24.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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