SEC Form ADV · CIK 1955091

ENRICH FINANCIAL PARTNERS LLC

Registered Investment AdviserWI
$556.8M
Assets Under Management
1,636
Total Clients
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Registration Details

CIK
1955091
Accession
CRD-111234
Location
MADISON, WI
Filing Date
March 19, 2026
AUM
$556.8M
Total Clients
1,636
Amendment
No

About this Adviser

ENRICH FINANCIAL PARTNERS LLC is a registered investment adviser headquartered in MADISON, WI, managing approximately $556.8M in assets across 1,636 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.