Enrich Finance LLC

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
337784
Registered since
August 11, 2025
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Sameer Kalwani

    CEO and Co-FounderCRD 5168466

  • Gary Button

    Chief Technology OfficerCRD 8130179

Contacts

1 of 1
  • Ramesh Kalwani

    CRD 8130181

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth