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| ENZI Wealth LLC
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|---|---|
| CRD # | 315457 |
| SEC # | 801-121746 |
| CIK # | 0001887441 |
| AUM | 450.9 M (2026-03-29) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 512-795-0030 |
| Address | 2406 Lake Austin Blvd Austin, TX 78703 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Nvidia Corp | 4.2 | ||
| Cadence Design Systems Inc | 3.7 | ||
| Advanced Micro Devices Inc | 2.2 | ||
| Amazon Com Inc | 1.9 | ||
| Tesla Motors Inc | 1.5 | ||
| Palantir Technologies Inc | 1.3 | ||
| Intel Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 38.0 |
| (b) Individuals (high net worth individuals) | 140 | 405.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 6.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 866 | 450.9 |
| By Discretionary | ||
| Discretionary | 863 | 444.6 |
| Non-Discretionary | 3 | 6.2 |
| Total | 866 | 450.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 450.9 | |
| Total | 866 | 450.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001887441] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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Hazard & Siegel Advisory Services LLC
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|
Guidance Capital Inc
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