SEC CRD #801-121746
ENZI Wealth is a registered investment advisor providing wealth management, retirement planning, and tax optimization services to private clients. The firm focuses on legacy preservation and comprehensive financial planning rather than venture or private equity investments.
WILLIAM MARTINEZ
CCO
📞 (512) 795-0030
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AUM
$451M
Check Size
$2.0B–$2.0B
Location
AUSTIN, TX
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