Enza Financial, Llc
- Regulatory AUM
- $191M
- Discretionary
- $191M
- Clients
- 198
- Avg AUM / client
- $965K
- Accounts
- 339
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 153 | $35.2M | 18.4% |
| High net worth individuals | 45 | $130M | 67.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $13.1M | 6.85% |
| Charitable organizations | Fewer than 5 clients | $644K | 0.34% |
| Corporations and other businesses | Fewer than 5 clients | $12.5M | 6.55% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Great Lakes Polymer Technologies Llc 401(k) Plan Great Lakes Polymer Technologies Llc | 2024 | |
| Employee Benefit Plan Of Envision, Inc. Envision Inc. | 2024 | |
| The All Companies 401(k) Plan All Erection & Crane Rental Corp. | 2024 | |
| The Roetzel & Andress 401(k) Plan Roetzel & Andress, L.P.A. | 2024 | |
| Young Truck Sales, Inc. 401 (K) Plan Young Truck Sales, Inc | 2024 | |
| Keltec, Inc. 401(k) Profit Sharing Plan Keltec, Inc. | 2024 | |
| Wolverine Tube Savings Plan Wolverine Tube, Inc. | 2024 | |
| Marsh, Berry, And Company, Llc 401(k) Profit Sharing Plan Marsh, Berry, And Company, Llc | 2024 | |
| Pease Bell Cpas, Llc 401(k) Profit Sharing Plan Pease Bell Cpas, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Ross Crea | President | Chartered Financial Consultant | Aug 2014 (12y) | 25% – 50% |
| Linda Ann Cahill | Principal | Chartered Financial Consultant | Aug 2014 (12y) | 25% – 50% |
| Scott Gerald Fischer | Senior Investment Consultant | Aug 2014 (12y) | 5% – 10% | |
| Reed, Katherine, E | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% | |
| Christine Williams Millen | Principal | Jan 2022 (5y) | Less than 5% | |
| Drew M Gill | Registered representative | Chartered Financial Consultant | Jul 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Great Lakes Polymer Technologies Llc 401(k) Plan | Great Lakes Polymer Technologies Llc | 82 | $8.6M | 08/01/2024 |
| Employee Benefit Plan Of Envision, Inc. | Envision Inc. | 404 | $32.6M | 07/01/2024 |
| The All Companies 401(k) Plan | All Erection & Crane Rental Corp. | 620 | $89.6M | 01/01/2024 |
| The Roetzel & Andress 401(k) Plan | Roetzel & Andress, L.P.A. | 349 | $139M | 01/01/2024 |
| Young Truck Sales, Inc. 401 (K) Plan | Young Truck Sales, Inc | 155 | $10.9M | 01/01/2024 |
| Keltec, Inc. 401(k) Profit Sharing Plan | Keltec, Inc. | 190 | $9.0M | 01/01/2024 |
| Wolverine Tube Savings Plan | Wolverine Tube, Inc. | 252 | $12.6M | 01/01/2024 |
| Marsh, Berry, And Company, Llc 401(k) Profit Sharing Plan | Marsh, Berry, And Company, Llc | 206 | $34.5M | 01/01/2024 |
| Pease Bell Cpas, Llc 401(k) Profit Sharing Plan | Pease Bell Cpas, Llc | 115 | $15.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • TIERED FEES FOR LEVELS OF FINANCIAL PLANNING SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $191M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗