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Enrich Financial Partners LLC

● SEC registered since 2015CRD 111234SEC# 801-96219Madison, WI
Export (members)
Reg. AUM
$478.5M
Employees
8
Accounts
1,534
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 $478.5 million in regulatory assets under management and employs 8 people.
www.facebook.com/enrichfinancialpartnersView on SEC.gov ↗

Enrich Financial Partners LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher David Rich ControlMember / Owner / Chief Compliance Officer50-75%2003
Elaine Beckett Rich ControlMember / Owner50-75%2003

Frequently asked questions

How much does Enrich Financial Partners LLC manage?

Enrich Financial Partners LLC reports $478.5 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

Address6502 Grand Teton Plaza, Suite 201, Madison, WI 53719
Phone608-275-3442
Fax608-275-3445
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1955091
Discloses disciplinary historyNo

Assets under management

Discretionary$461.4M
Non-discretionary$17.1M
Total (RAUM)$478.5M