# Enrich Finance LLC

> Enrich Finance LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated July 28, 2026.

- CRD: 337784
- Filed as: ENRICH FINANCE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337784
- AdvisorCensus page: https://advisorcensus.com/firm/enrich-finance-llc-san-francisco-ca-337784

## Quick answers

**How is Enrich Finance LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Enrich Finance LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Enrich Finance LLC located?**
Enrich Finance LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Enrich Finance LLC registered with the SEC or a state?**
Enrich Finance LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337784.

**What types of clients does Enrich Finance LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92).

**Does Enrich Finance LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337784

**Does Enrich Finance LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "Enrich Finance does not impose a minimum account size to work with Enrich Finance."

**What changed in Enrich Finance LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in AZ, FL, IL, MA, MD, PA, TX, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: None

> Enrich Finance does not impose a minimum account size to work with Enrich Finance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MA, MD, NY, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- enrichfinance.com

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in AZ, FL, IL, MA, MD, PA, TX, VA.

### March 2026
- Registered or notice-filed in NY, WA.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enrich Finance LLC (CRD 337784): Form ADV filing data as of October 2026.