LP Profile

EnRich Financial Partners

Also known as enrich financial

Wealth ManagerMadison, United StatesFounded 2003
Madison
Headquarters
Investment Focus

About EnRich Financial Partners

We become the Family's Chief Financial Officer by assisting clients with financial planning and investment management to attain financial peace in planning for retirement.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to EnRich Financial Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$556.8M
Total Clients
1,636
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to EnRich Financial Partners across SEC, IRS, DOL and international registers — newest first.

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FAQ

Frequently asked questions

What type of investor is EnRich Financial Partners?

EnRich Financial Partners is a wealth manager based in Madison, United States.

Where is EnRich Financial Partners headquartered?

EnRich Financial Partners is headquartered in Madison, United States.

When was EnRich Financial Partners founded?

EnRich Financial Partners was founded in 2003.

How can I contact EnRich Financial Partners?

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