# Enrich Financial Partners LLC

> Enrich Financial Partners LLC is an SEC-registered investment advisory firm in Madison, WI, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 111234
- Filed as: ENRICH FINANCIAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madison, WI
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111234
- AdvisorCensus page: https://advisorcensus.com/firm/enrich-financial-partners-llc-madison-wi-111234

## Quick answers

**How is Enrich Financial Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Enrich Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Enrich Financial Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $300 to $750 an hour (Coaching Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Enrich Financial Partners LLC located?**
Enrich Financial Partners LLC's principal office is in Madison, WI, according to its Form ADV.

**Is Enrich Financial Partners LLC registered with the SEC or a state?**
Enrich Financial Partners LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 111234.

**How much does Enrich Financial Partners LLC manage?**
Enrich Financial Partners LLC reports $556,812,040 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Enrich Financial Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Enrich Financial Partners LLC: Regulatory assets under management: $317,800,000 in the October 2021 data and $556,812,040 in the October 2026 data, up 75%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Enrich Financial Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (288); individuals (other than high net worth individuals) (137); charitable organizations (1).

**Which custodians does Enrich Financial Partners LLC use?**
Enrich Financial Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Enrich Financial Partners 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/111234

**What changed in Enrich Financial Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $478,464,240 to $556,812,040 (+16%). Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Hourly rate: $300 to $750 an hour (Coaching Services)

> Coaching Services. Fees are $300 to $750 per hour or a negotiated flat project fee depending on the anticipated complexity of the analysis and the anticipated amount of work

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $556,812,040
- Discretionary: $556,514,357
- Non-discretionary: $297,683

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 137 | $28,434,700 |
| High net worth individuals | 288 | $527,123,427 |
| Charitable organizations | 1 | $1,253,913 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- enrichpartners.com
- Facebook @enrichfinancialpartners
- LinkedIn @enrich-financial-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $317,800,000 | 7 | March 30, 2021 |
| October 2022 | $364,478,282 | 8 | March 25, 2022 |
| October 2023 | $347,100,571 | 8 | September 6, 2023 |
| October 2024 | $395,121,118 | 8 | March 21, 2024 |
| October 2025 | $478,464,240 | 8 | March 18, 2025 |
| October 2026 | $556,812,040 | 8 | March 19, 2026 |

Regulatory assets under management: $317,800,000 in the October 2021 data and $556,812,040 in the October 2026 data, up 75%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $478,464,240 to $556,812,040 (+16%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enrich Financial Partners LLC (CRD 111234): Form ADV filing data as of October 2026.