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Enza Financial, LLC

Enza Financial, LLC. CRD 315827

Enza Financial, LLC logo

CRD: 315827

Enza Financial, LLC

Independence, OH, 44131
2162360700
www.enzafinancial.com
$191.2M Total AUM
$191.2M Disc. AUM
-- 3Y CAGR
5 Employees
198 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Alpha meridianRadial
Established Date
07-01-2021
Office Locations
1

Office Locations

6450 Rockside Woods Blvd S Suite 150 Independence OH

About Enza Financial, LLC

Enza Financial is an Ohio-based advisory firm providing wealth management alongside life insurance, executive benefits, and retirement plan services. The team works with business owners, executives/professionals, plan sponsors, and individuals, with portfolios built around asset allocation using mutual funds, ETFs, equities, and fixed income. Recently launched vEnrollment to streamline retirement plan participant communication and enrollment.

Team overview

49 AVG AGE
$47.8M AVG AUM / ADVISOR
$965.5K AVG AUM / CLIENT
4.6 yrs AVG TENURE
5 Employees
4 Advisory Reps
5 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Atlas atlas Element quantum Peak Wave Ridge Delta

Client Personas

Insight atlas Vertex

Custodian

Zenith Insight Harbor peak Radial vital

Investment Themes

Legacy radial Foundation

Investment Vehicles

Vector

Platform

Optima pioneer

Services

Frontier Zenith insight Matrix Focus timber Vector zenith Quantum capital Zenith Frontier Timber Meridian pioneer

Technology

Radial value Harbor

Owner & Executives

L

LINDA ANN CAHILL

Director, PRINCIPAL

CRD
#2437382
Ownership
25% but less than 50%
(540) 939-2120
vector.matrix@deltacapital.com
in linkedin.com/in/vector-wave
J

JOSEPH ROSS CREA

President

CRD
#2110561
Ownership
25% but less than 50%
(350) 936-8522
ember.fusion@meridiancapital.com
in linkedin.com/in/timber-ember
R

Radial harbor

Radial crest quantum

CRD
#75359
Ownership
34.4%
(457) 205-9395
signal.vital@signalcapital.com
in linkedin.com/in/pioneer-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-16-2022
11-13-2023
12-24-2024
03-20-2025
03-02-2026
Category Assets AVG. Account size
Discretionary $191,160,236 $563,895
Non-Discretionary $0 --
Total $191,160,236 $563,895

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Separately Managed Accounts

Total SMA Asset: $191,160,236

$191.2M Total SMA
Public Funds:
9.7%
Equity - Exchange:
11.6%
Cash:
16.2%
Municipal Bonds:
5.9%
Private Funds:
19.7%
U.S. Government/Agency:
18.8%
Corporate - Investment Grade:
10.3%
Corporate - Non-Investment Grade:
7.8%
Asset class Assets Assets %
Public Funds $762,407,317 9.7%
Equity - Exchange $911,744,833 11.6%
Cash $1,273,298,819 16.2%
Municipal Bonds $463,732,286 5.9%
Private Funds $1,548,394,243 19.7%
U.S. Government/Agency $1,477,655,419 18.8%
Corporate - Investment Grade $809,566,533 10.3%
Corporate - Non-Investment Grade $613,069,802 7.8%
Total $7,859,869,252 100.0%

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