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ENRICH FINANCIAL PARTNERS LLC
CRD 111234 · SEC 801-96219
6502 GRAND TETON PLAZA, SUITE 201, MADISON, WI, 53719, United States
Phone
608-275-3442
Fax
608-275-3445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$556.8M
Discretionary AUM
$556.5M
Team
8 total employees; 4 advisory reps; 14 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $28.4M |
| High net worth individuals | 288 | $527.1M |
| Charitable organizations | 1 | $1.3M |
States served
CA, IL, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD