INDEPENDENCE, OHCRD 315827Latest ADV March 2, 2026
Enza Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Independence, OH. Its latest Form ADV filing, dated March 2, 2026, reports $191M in regulatory assets under management, 5 employees, and 339 accounts.
Assets Under Management
$191M
Employees
5
Offices
--
Total Clients
198
Primary office
INDEPENDENCE, OH
6450 ROCKSIDE WOODS BLVD S, SUITE 150, INDEPENDENCE, OH, United States
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
153
2
HNWI
22.7%
45
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$191Mas of March 2, 2026
Discretionary100.0%
$191M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$191M
Total Accounts339
10Y AUM Change+$80M (+71.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee40:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.