ENZI WEALTH of AUSTIN, TX is an SEC-registered investment adviser (CRD 315457). Regulatory assets under management: $450.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |