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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Enrich Financial Partners LLC
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|---|---|
| CRD # | 111234 |
| SEC # | 801-96219 |
| CIK # | 0001955091 |
| AUM | $478.5 M (2025-03-18) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 608-275-3442 |
| Address | 6502 Grand Teton Plaza, Suite 201 Madison, WI 53719 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.9 | ||
| Microsoft Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 34.4 |
| (b) Individuals (high net worth individuals) | 246 | 425.7 |
| (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 | 9 | 17.1 |
| (h) Charitable organizations | 1 | 1.2 |
| (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 | 1,534 | 478.5 |
| By Discretionary | ||
| Discretionary | 1,525 | 461.4 |
| Non-Discretionary | 9 | 17.1 |
| Total | 1,534 | 478.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 478.5 | |
| Total | 1,534 | 478.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001955091] |
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