Enrich Financial Partners LLC

RIASEC RegisteredEst. 2015

Total AUM

$557M

Discretionary

$557M

100% of AUM

Avg account

$340K

Accounts

1,636

Employees

Advisory reps

Firm details

Headquarters: Madison, Wisconsin
CRD number: 111234
Registered since: May 5, 2015
Website: enrichpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.67%
Individuals5.11%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Enrich Financial Partners LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2015. The firm serves both individual/family and institutional clients and operates as a capital allocator—selecting and allocating to third-party managers in addition to managing client portfolios directly. Its advisory services emphasize financial planning and portfolio management across individuals, small businesses and larger business or institutional accounts, and it also provides selection-of-other-advisers services. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements. Enrich does not position itself as an ESG investor and is not registered as a multi-state adviser or pension consultant.