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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-2021
- Office Locations
- 1
Office Locations
About Enzi Wealth
ENZI Wealth (Enzi Private Wealth) is an Austin, TX RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides integrated wealth management including financial planning, tax planning, estate and insurance planning, and business succession support, alongside portfolio management. Investment implementation includes asset allocation using ETFs, mutual funds and fixed income. Notable: client access via Orion Wealth Portal; custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
William Christopher Martinez
Chief Compliance Officer, Managing Member
- CRD
- #6528481
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Daniel Christopher Conde Martinez
--
- CRD
- #8056347
DAVID LEWIS MARTINEZ
Chief Executive Officer, Founding Partner
- CRD
- #2380628
Beacon vertex
Legacy catalyst
- CRD
- #34981
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $444,649,977 | $515,238 |
| Non-Discretionary | $6,233,717 | $2,077,906 |
| Total | $450,883,694 | $520,651 |
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Separately Managed Accounts
Total SMA Asset: $450,883,694
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $808,165,718 | 32.9% |
| Corporate - Investment Grade | $872,032,918 | 35.5% |
| Cash | $776,232,119 | 31.6% |
| Total | $2,456,430,755 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE LEGACY | DELTA GLACIER | CBR1VI9R9 | IAY | 5.47% | $114,327,126 |
| GLACIER PATHWAY MERIDIAN | EAGLE PIONEER | 7MMQN0OIO | DQY | 3.28% | $7,545,829 |
| HORIZON VERTEX | FOCUS SIGNAL | 8SJNQRY45 | HFE | 0.91% | $105,380,340 |
| UNISON ATLAS | SUMMIT BEACON | JJXO0OTNC | QKGC | 5.35% | $50,179,181 |
| TIMBER FOCUS FOCUS | INSIGHT ZENITH | 3U8PE2545 | HCPAD | 7.92% | $26,601,576 |
| VERTEX EAGLE | MOMENTUM EAGLE | FYHTL5M64 | RWUVE | 6.34% | $80,091,727 |
| CAPITAL ELEMENT ZENITH | FOUNDATION EAGLE | TE9DRBQX6 | KEV | 8.10% | $64,889,477 |
| TIMBER RIDGE BRIDGE | PATHWAY GLACIER | ZTHDO0M7U | ZONX | 11.35% | $57,368,259 |