David L. Martinez

ENZI WEALTH

Austin, TX 78703

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CRD#: 2380628

Professional summary

David Lewis Martinez, CFP®, ChFC® is a registered financial advisor currently at ENZI WEALTH located in Austin, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ENZI Tax, LLC., Non- investment related; Austin, TX; Tax preparation, filing, and accounting; Managing Partner; Started -10/09/2021; Hours devoted per month 9; Hours per month during trading hours 0-5; Help tax preparation as needed, business operations, some client service Wildan Enterprises LLC; non-investment related; Austin, TX; real estate holding company; Managing partner; Started - 2005; Hours devoted per month 9; Hours per month during trading hours 0-5; keep the books on two properties leased to ENZI Wealth

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lewis Martinez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

ChFC^®

Chartered Financial Consultant

Experience

Current

July 15, 2021 - Present

ENZI WEALTH

Office #1: 2406 Lake Austin Blvd., Austin, TX 78703

RIA

CRD#: 315457

Austin, TX

Past

January 13, 1994 - July 20, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AUSTIN, TX

Past

November 24, 1993 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 24, 1993 - July 20, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENZI WEALTH

ENZI PRIVATE WEALTH | ENZI WEALTH, LLC | ENZI WEALTH

CRD#: 315457 / SEC#: 801-121746

RIA

Registered Investment Advisory firm - (7/13/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/21/2024)

IAR

Colorado
(10/5/2023)

IAR

Texas
(7/15/2021)

IAR

Virginia
(10/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/10/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/22/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/10/2022

General Securities Principal Examination

Current Firm

ENZI WEALTH

ENZI PRIVATE WEALTH | ENZI WEALTH, LLC | ENZI WEALTH

CRD#: 315457 / SEC#: 801-121746

RIA

Registered Investment Advisory firm - (7/13/2021 Approved)

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Contact information

Main Address

2406 Lake Austin Blvd., Austin, TX 78703

Mailing Address

Phone number

(512) 795-0030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENZI WEALTH FORM ADV PART 2A (8/28/2025)

Regulatory assets under management

Total Number of Accounts	951
AUM (Assets Under Management)	$ 424,037,926

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David L. Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lewis Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ENZI WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 12/3/1993

Series 7TO

Date: 7/10/2022

SIE

Date: 10/1/2018

Series 7

Date: 11/22/1993

Series 24

Date: 7/10/2022

Current Firm

ENZI WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENZI WEALTH

TRUST BUT VERIFY

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