EnRich Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
EnRich Financial Partners reports 426 clients. They include 288 high-net-worth individuals, 137 individual clients and 1 charitable organization. Of its assets, 99.9% ($557M across 1,635 accounts) are managed with discretion; $298K across 1 account is not. It advised 14 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 5% |
| High-net-worth individuals | 68% | 95% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 137 | $28.4M | 5.1% | $208K |
| High-net-worth individuals | 288 | $527M | 94.7% | $1.83M |
| Charitable organizations | Fewer than 5 | $1.25M | 0.2% | $1.25M |
| Total | 426 | $557M | 100% | — |
- Clients
- 137
- Regulatory AUM
- $28.4M
- AUM share
- 5.1%
- Avg. per client
- $208K
- Clients
- 288
- Regulatory AUM
- $527M
- AUM share
- 94.7%
- Avg. per client
- $1.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.25M
- AUM share
- 0.2%
- Avg. per client
- $1.25M
Total
- Clients
- 426
- Regulatory AUM
- $557M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 14
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
EnRich Financial Partners charges 0.25%–1.10% a year for its Full Partnership and Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.10% |
| $500K–$1M | 0.80% |
| $1M–$5M | 0.60% |
| $5M–$10M | 0.40% |
| $10M–$20M | 0.30% |
| $20M and above | 0.25% |
Fee details and sources
Other fees
- Coaching Services
- Coaching is billed at $300 to $750 an hour, or as a negotiated flat project fee set by the complexity of the analysis.
- Strategic Partnership Services
- Strategic Partnership analysis is a negotiated fee, quoted annually in advance and payable quarterly in advance; it may be waived at EnRich's discretion.
Elaine Rich owns 50% to 75% of EnRich Financial Partners. The leadership team of EnRich Financial Partners includes Chief Compliance Officer Christopher Rich. It has 8 employees, 4 of them in advisory roles.
Leadership
- Christopher RichMember / Owner / Chief Compliance Officer
- Elaine RichMember / Owner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Enrich Financial Partners LLC
Elaine Rich
Control person · since July 2003
- Owns 50% to 75% of Enrich Financial Partners LLC
Christopher Rich
Control person · since July 2003
EnRich Financial Partners’ regulatory assets grew 1.8× from $318M (March 2021) to $557M (March 2026); clients rose from 312 to 426 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $557M | 426 | 8 | 1 |
| March 2025 | $478M | 419 | 8 | 1 |
| March 2024 | $395M | 380 | 8 | 1 |
| August 2023 | $347M | 397 | 8 | 1 |
| March 2022 | $364M | 320 | 8 | 1 |
| March 2021 | $318M | 312 | 7 | 1 |
Besides its headquarters, EnRich Financial Partners has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 6502 Grand Teton Plaza, Suite 201, MadisonHQ
Contact and registration details
- Legal name
- Enrich Financial Partners LLC
- Headquarters
- 6502 Grand Teton Plaza, Suite 201, Madison, WI 53719
- Website
- enrichpartners.com
- Phone
- 608-275-3442
- @enrich-financial-partners-llc
- SEC file
- 801-96219
- Founded
- 2003
- Structure
- Wisconsin LLC
- Fiscal year end
- December
EnRich Financial Partners uses Charles Schwab ($529M) as custodian for its separately managed accounts. EnRich Financial Partners has custody of $11.6M in client assets for 20 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $529M100%
At year end, EnRich Financial Partners’ separately managed accounts were mostly in stocks (67%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $421M across 67 positions; the largest are Dimensional ETF Trust (11.6%), Dimensional ETF Trust (10.2%) and Dimensional ETF Trust (8.4%).
What the accounts hold
- Stocks67%
- Exchange-traded equities66%
- Non-exchange-traded equities1%
- Funds32%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $421M
- Reported 13F value
- 67
- Positions
- 71.4%
- In the 10 largest
- +11.6%
- Value vs. prior quarter
- Dimensional ETF Trust · Emerging Mkts CO11.6%
- Dimensional ETF Trust · Intl Core Equity10.2%
- Dimensional ETF Trust · US Targeted Vlu8.4%
- Dimensional ETF Trust · US Larg Valu ETF8.0%
- Vanguard Index Fds · S&P 500 ETF Shs7.7%
- Pimco ETF TR · Multisector BD6.1%
- Fidelity Merrimack Str TR · Total BD ETF6.0%
- Dimensional ETF Trust · US Small Cap ETF5.0%
- Vanguard Index Fds · Mid Cap ETF4.4%
- Dimensional ETF Trust · Internatnal Val4.0%
Together, the ten largest are 71.4% of reported value.
How many clients does EnRich Financial Partners have?
EnRich Financial Partners has 426 clients and manages $557 million for them, as of March 2026. They include 288 high-net-worth individuals, 137 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does EnRich Financial Partners offer?
EnRich Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does EnRich Financial Partners charge?
EnRich Financial Partners charges 0.25%–1.10% a year for its Full Partnership and Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: ENRICH FINANCIAL PARTNERS FORM ADV PART 2 BROCHURE, filed 19 March 2026
Which custodians does EnRich Financial Partners use?
EnRich Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $529M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does EnRich Financial Partners have?
EnRich Financial Partners has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does EnRich Financial Partners invest in?
At the end of its last fiscal year, EnRich Financial Partners’ separately managed accounts held 66% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs) and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns EnRich Financial Partners?
EnRich Financial Partners’ direct owners are Elaine Rich (50% to 75%) and Christopher Rich (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does EnRich Financial Partners get paid?
EnRich Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is EnRich Financial Partners registered with the SEC?
Yes, EnRich Financial Partners has been registered with the SEC as an investment adviser since 5 May 2015. Its CRD number is 111234 and its SEC file number is 801-96219.
Source: Form ADV Part 1A, Item 1, filed 19 March 2026; IAPD firm record
How do I contact EnRich Financial Partners?
EnRich Financial Partners’ main office is at 6502 Grand Teton Plaza, Suite 201, Madison, WI 53719. Its phone number is 608-275-3442. Its website is enrichpartners.com.