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| Enrich Financial Partners LLC
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|
|---|---|
| CRD # | 111234 |
| SEC # | 801-96219 |
| CIK # | |
| AUM | $347.1 MM (2023-03-22) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 608-275-3442 |
| Address | 6502 Grand Teton Plaza, Suite 201 Madison, WI 53719 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 32.5 |
| (b) Individuals (high net worth individuals) | 215 | 303.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 10.4 |
| (h) Charitable organizations | 13 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 384 | 347.1 |
| By Discretionary | ||
| Discretionary | 376 | 336.7 |
| Non-Discretionary | 8 | 10.4 |
| Total | 384 | 347.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.1 | |
| Total | 384 | 347.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
van Strum & Towne Inc
✚
|
CA | 0.3 |
|
Praetorian Wealth Management Inc
✚
|
CA | 0.3 |
|
Kercheville Advisors LLC
✚
|
TX | 0.3 |
|
Dean Jacobson Financial Services LLC
✚
|
TX | 0.3 |
|
Allred Capital Management LLC
✚
|
TX | 0.3 |
|
Manners Paul & Associates Inc
✚
|
GA | 0.3 |
|
Holderness Investments Co
✚
|
NC | 0.3 |
|
Wahed Invest LLC
✚
|
NY | 0.3 |
|
Greerwalker Wealth LLC
✚
|
NC | 0.3 |
|
Reedmark Advisors LLC
✚
|
NJ | 0.3 |