# ENZI WEALTH

ENZI WEALTH of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 315457
- Type: SEC-registered investment adviser
- SEC file number: 801-121746
- Location: 2406 LAKE AUSTIN BLVD., AUSTIN, TX, 78703
- Phone: 512-795-0030
- Latest filing: 2026-03-29
- Regulatory AUM: $450.9M
- Discretionary AUM: $444.6M
- Non-discretionary AUM: $6.2M
- Clients: 7
- Accounts: 866

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| David Lewis Martinez | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| William Christopher Martinez | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| KING ROBERT JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| OBRYANT COLLIN FREDRICK | CHIEF COMPLIANCE OFFICER | — |
| MARTINEZ SOFIA CONDE | MANAGING MEMBER; MANAGING MEMBER AND CCO | — |
| Martinez William Christopher | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND MANAGING MEMBER | — |
| MARTINEZ DAVID LEWIS | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER; CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | — |
| Martinez Sofia | MANAGING MEMBER AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315457/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315457/similar
- Related entities: https://search.stillhousedata.com/firm/315457/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315457

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.