Enrich Financial Partners LLC
Enrich Financial Partners LLC is an SEC-registered wealth manager in Madison, WI with $556.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Enrich Financial Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111234, SEC 801-96219, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $556.8M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Madison, WI
- Employees
- 8
- Clients
- 426
- CRD
- 111234
- Ownership
- RICH, ELAINE, BECKETT; RICH, CHRISTOPHER, DAVID; MIKKELSON, ERIK, JOHN
How much AUM does Enrich Financial Partners LLC have?
Enrich Financial Partners LLC reported $556.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Enrich Financial Partners LLC?
Disclosed owners and executives of Enrich Financial Partners LLC include RICH, ELAINE, BECKETT, RICH, CHRISTOPHER, DAVID, MIKKELSON, ERIK, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.