Enzi Wealth

$450.9MAssets under management
as of Mar 2026 · SEC Form ADV
Austin, TX
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Tech stack

No one at Enzi Wealth has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Enzi Wealth's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $331M held · filed Oct 2024
Portfolio Management