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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ENZI WEALTH

ENZI WEALTH, LLC, CRD 315457

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7c6b233-a94e-0aaf-77f8-fe930db57ae6

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Jun 13, 2021 to Mar 29, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $451MItem 5.F on the latest filing (2026-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $445M
Private client RAUM: $444MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $90.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 866
Individual clients: 79
High net worth clients: 140
SEC number: 801-121746
CRD: 315457
Filings on the tape: 19
First filed: Jun 13, 2021
Latest filed: Mar 29, 2026
Organised: Limited Liability Company, TX
Website: enziwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
William Christopher Martinez	Certified Financial Planner	AUSTIN, TX	5	11	1	no
DAVID LEWIS MARTINEZ	Certified Financial Planner	AUSTIN, TX	5	32	1	no
Daniel Logan Snowden	Certified Financial Planner	AUSTIN, TX	4	12	1	no
Daniel Christopher Conde Martinez	n/a	AUSTIN, TX	1	13	n/a	no
Zachariah Robert Wood	n/a	AUSTIN, TX	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARTINEZ, DAVID, LEWIS	CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER	D	yes	07/2021	Jul 15, 2021	Oct 21, 2024
Martinez, William, Christopher	CHIEF OPERATING OFFICER AND MANAGING MEMBER	C	yes	07/2021	Jul 14, 2021	Oct 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 29, 2026	$451M	$445M	7	3	0	n/a	n/a
2024	Mar 18, 2025	$424M	$414M	7	3	1	n/a	n/a
2023	Mar 7, 2024	$337M	$333M	7	4	0	n/a	n/a
2022	Jan 25, 2023	$267M	$267M	7	4	0	n/a	n/a
2021	Mar 31, 2022	$268M	$262M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$451M	$424M	6.3%	$267M	19.1%	7	7	0	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	3	Jul 19, 2021	Apr 12, 2022	AUSTIN, TX	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (6)

← Zachariah Robert WoodAdvisorregistration: current employment
Mar 28, 2026 to presentfactForm ADV
← Daniel Christopher Conde MartinezAdvisorregistration: current employment
Mar 18, 2025 to presentfactForm ADV
← Daniel Logan SnowdenAdvisorregistration: current employment
Apr 12, 2022 to presentfactForm ADV
← DAVID LEWIS MARTINEZAdvisorregistration: current employment
Jul 15, 2021 to presentfactForm ADV
← William Christopher MartinezAdvisorregistration: current employment
Jul 14, 2021 to presentfactForm ADV
← Ryan McConeghyAdvisorregistration: previous registration
Dec 13, 2022 to Sep 28, 2023factForm ADV

Controls (2)

← MARTINEZ, DAVID, LEWISOwnerCHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER, ownership code D, individual
Jul 15, 2021 to Oct 21, 2024factForm ADV
← Martinez, William, ChristopherOwnerCHIEF OPERATING OFFICER AND MANAGING MEMBER, ownership code C, individual
Jul 14, 2021 to Oct 21, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser3 advisors, team lift out
Jul 19, 2021 to Apr 12, 2022factForm ADV

Dated events

Occurred
Sep 28, 2023
Advisor changed firm
Ryan Mcconeghy left Enzi Wealth for Austin Private Wealth, Llc (registered 2023-11-09)
Form ADVobserved 6 days ago
Occurred
Jul 15, 2021
Control person left
Conde Sofia Martinez (Managing Member) no longer on Schedule A of Enzi Wealth (listed 2021-07-15, absent 2021-07-15)
Form ADVobserved 6 days ago
Occurred
Jul 15, 2021
Control person joined
Lewis David Martinez (Chief Executive Officer And Managing Member) appeared on Schedule A of Enzi Wealth
Form ADVobserved 6 days ago
Occurred
Jul 14, 2021
Control person joined
Christopher William Martinez (Chief Operating Officer) appeared on Schedule A of Enzi Wealth
Form ADVobserved 6 days ago
Occurred
Jun 13, 2021
First Form ADV filing
Enzi Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7c6b233-a94e-0aaf-77f8-fe930db57ae6
First observed: Jun 13, 2021
Last observed: Mar 29, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ENZI WEALTH

ENZI WEALTH, LLC, CRD 315457

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7c6b233-a94e-0aaf-77f8-fe930db57ae6

Data as of Mar 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

William Christopher Martinez

Certified Financial Planner

AUSTIN, TX

DAVID LEWIS MARTINEZ

Certified Financial Planner

AUSTIN, TX

Daniel Logan Snowden

Certified Financial Planner

AUSTIN, TX

Daniel Christopher Conde Martinez

n/a

AUSTIN, TX

n/a

Zachariah Robert Wood

n/a

AUSTIN, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARTINEZ, DAVID, LEWIS

CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER

yes

07/2021

Jul 15, 2021

Oct 21, 2024

Martinez, William, Christopher

CHIEF OPERATING OFFICER AND MANAGING MEMBER

yes

07/2021

Jul 14, 2021

Oct 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 29, 2026

$451M

$445M

n/a

2024

Mar 18, 2025

$424M

$414M

n/a

2023

Mar 7, 2024

$337M

$333M

n/a

2022

Jan 25, 2023

$267M

n/a

2021

Mar 31, 2022

$268M

$262M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$451M

$424M

6.3%

$267M

19.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Jul 19, 2021

Apr 12, 2022

AUSTIN, TX

Team lift out

Ibd to new firm

0.0%