Enrich Finance LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 337784
- Registered since
- August 11, 2025
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Enrich Finance LLC is an independently owned registered investment adviser that began SEC registration in 2025. The firm is structured as a limited liability company under individual ownership and focuses on serving individual and family clients. Its pricing model is fixed fees rather than percentage-based advisory fees. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. It is not registered as a multi-state adviser and is not listed as a related adviser to another firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Sameer Kalwani
CEO and Co-FounderCRD 5168466
Gary Button
Chief Technology OfficerCRD 8130179
Contacts
1 of 1Ramesh Kalwani
CRD 8130181
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 2261 Market St
- Time zone
- PT (UTC-8)
- Office locations
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