William C. Martinez

ENZI WEALTH

Austin, TX 78703

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CRD#: 6528481

Professional summary

William Christopher Martinez, CFP® is a registered financial advisor currently at ENZI WEALTH located in Austin, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.

Soup of Wall Street; Podcast Entertainment/Owner; Non-investment related; Incidentally talk about investments along with market, commentary, politics, and general information. Austin, TX since 09/2023. Devotes 5 hours per month; 0 hours during trading. Maycomb LLC dba ENZI Private Wealth; investment related; since 04/2025; provides advisory services for ENZI Wealth clients under the DBA as his primary business 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. ENZI Tax will be closing in 2025.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Christopher 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: 2019

Experience

Current

July 14, 2021 - Present

ENZI WEALTH

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

RIA

CRD#: 315457

Austin, TX

Past

October 1, 2018 - July 20, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AUSTIN, TX

Past

August 20, 2018 - 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
(7/14/2021)

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

IAR

Series 66

Date: 8/30/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/2018

General Securities Representative 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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William C. Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Christopher Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENZI WEALTH

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ENZI WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/19/2018

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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