ENZA Financial, LLC
SEC RegisteredYour Future Is Our Focus
About the firm
Enza Financial has evolved to a full-service provider for life insurance, executive benefits, retirement and wealth management. The firm's business approach is guided by clients' continuously evolving goals and aspirations to develop solution strategies to help safeguard clients and their families' futures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Life insurance, executive benefits, retirement, and wealth management.
Who they serve
Businesses, executives and professionals, plan sponsors, and individuals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 153 | $35M |
| High Net Worth Individuals | 45 | $130M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.50% |
| $1,000,001 to $3,000,000 | 1.25% |
| $3,000,001 to $5,000,000 | 1.00% |
| $5,000,001 to $10,000,000 | 0.75% |
| Over $10,000,001 | 0.50% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ENZA Financial, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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