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ENRICH FINANCIAL PARTNERS LLC
CRD 111234File 801-96219
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$556.8M
Above cohort median (national)
Discretionary AUM
$556.5M
Non-discretionary $298K
Clients
426
1,636 accounts
Employees
8
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 5, 2015
- Principal office
- 6502 GRAND TETON PLAZA, SUITE 201, MADISON, WI, 53719
- Phone
- 608-275-3442
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $556.8M
- Discretionary AUM
- $556.5M
- Non-discretionary AUM
- $298K
- Discretionary accounts
- 1,635
- Non-discretionary accounts
- 1
- Total accounts
- 1,636
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 288 | $527.1M |
| Individuals (other than high net worth individuals) | 137 | $28.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.