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David Lewis Martinez

Enzi Wealth

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About David Lewis Martinez

David Lewis Martinez is a financial advisor with Enzi Wealth, a Registered Investment Advisor based in Austin, TX. David has been in the financial services industry since 1993, holding a variety of roles with firms such as Ameriprise Financial Services, Inc. and IDS Life Insurance Company. David has been a financial advisor with Enzi Wealth since 2021, focusing on providing financial planning, pension consulting and portfolio management for both individuals and businesses. David also works as a managing partner for several non-investment related businesses. David holds a Series 7, Series 24, Series 63 and SIE licenses, and he is also a Certified Financial Planner.

Firm Information

David Martinez is currently registered with Enzi Wealth. Enzi Wealth is a registered investment advisor located in Austin, TX with approximately $337 million in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Enzi Wealth primarily serves high-net-worth individuals, corporations, and pension and profit-sharing plans.
Enzi Wealth

2406 LAKE AUSTIN BLVD.

AUSTIN, TX 78703

$337.01M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Martinez’s Registration & Firm History

TX

10/21/2024 - Present

Enzi Wealth (AUSTIN TX)

TX

11/24/1993 - 07/20/2021

AMERIPRISE FINANCIAL SERVICES, LLC (AUSTIN TX)

MN

11/24/1993 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/03/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2022

Series 24 - General Securities Principal Examination

BC

Issued 07/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Lewis Martinez. Review regulatory record here.
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