Enrich Financial Partners LLC
● SEC registered since 2015CRD 111234SEC# 801-96219Madison, WI
Reg. AUM
$556.8M
Employees
8
Accounts
1,636
Location
Madison, WI
Enrich Financial Partners LLC assets under management
Enrich Financial Partners LLC operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2015. It reports $556.8 million in regulatory assets under management and employs 8 people.
Enrich Financial Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher David Rich Control | Member / Owner / Chief Compliance Officer | 50-75% | 2003 |
| Elaine Beckett Rich Control | Member / Owner | 50-75% | 2003 |
Frequently asked questions
How much does Enrich Financial Partners LLC manage?
Enrich Financial Partners LLC reports $556.8 million in regulatory assets under management on its Form ADV.
How many employees does Enrich Financial Partners LLC have?
Enrich Financial Partners LLC reports 8 employees.
Where is Enrich Financial Partners LLC located?
Enrich Financial Partners LLC is based in Madison, WI and has been SEC-registered since 2015.
Does Enrich Financial Partners LLC disclose fund performance?
Enrich Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6502 Grand Teton Plaza, Suite 201, Madison, WI 53719 |
| Phone | 608-275-3442 |
| Fax | 608-275-3445 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1955091 |
| Discloses disciplinary history | No |
Regulatory AUM
$556.8M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$556.8Mregulatory AUM
Discretionary $556.5MNon-discretionary $298K