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| ENZI Wealth LLC
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| |
|---|---|
| CRD # | 315457 |
| SEC # | 801-121746 |
| CIK # | 0001887441 |
| AUM | $337.0 MM (2024-03-07) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 512-795-0030 |
| Address | 2406 Lake Austin Blvd Austin, TX 78703 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| XOM | 385,508.3 | 16.2 | |
| CDNS | 41,396.9 | 3.7 | |
| NVDA | 399,550.0 | 1.9 | |
| AAPL | 2,382,844.0 | 1.7 | |
| AMZN | 1,092,997.8 | 1.5 | |
| ETN | 51,598.7 | 1.0 | |
| TTD | 21,471.3 | 0.9 | |
| COST | 207,576.9 | 0.9 | |
| MSFT | 1,918,222.4 | 0.8 | |
| PLTR | 19,053.8 | 0.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 48.3 |
| (b) Individuals (high net worth individuals) | 134 | 280.5 |
| (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 | 5 | 5.7 |
| (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 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 894 | 337.0 |
| By Discretionary | ||
| Discretionary | 890 | 332.7 |
| Non-Discretionary | 4 | 4.4 |
| Total | 894 | 337.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.0 | |
| Total | 894 | 337.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001887441] |
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|---|---|---|
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0.3 |