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it may be waived at EnRich's discretion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021860","versionId":1021860,"submittedOn":"2026-03-19","documentName":"ENRICH FINANCIAL PARTNERS FORM ADV PART 2 BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:28:09.608406+00:00","documents":[{"name":"ENRICH FINANCIAL PARTNERS FORM ADV PART 2 BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021860","versionId":1021860,"submittedOn":"2026-03-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":528860389}],"custodyNote":"EnRich Financial Partners has custody of $11.6M in client assets for 20 clients.","leadership":[{"name":"Christopher Rich","title":"Member / Owner / Chief Compliance Officer","crd":"2369596"},{"name":"Elaine Rich","title":"Member / Owner","crd":"4449029"}],"ownership":[{"label":"Elaine Rich","detail":"Member / owner in the 50% to 75% ownership band and a control person, since July 2003."},{"label":"Christopher Rich","detail":"Member / owner / chief compliance officer in the 50% to 75% ownership band and a control person, since July 2003."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Wisconsin","offices":1,"addresses":[{"street":"6502 Grand Teton Plaza, Suite 201","city":"Madison","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"608-275-3442","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["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)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":66},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":32}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111234/PDF/111234.pdf","brochureDate":"19 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021860","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does EnRich Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does EnRich Financial Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does EnRich Financial Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does EnRich Financial Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does EnRich Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does EnRich Financial Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns EnRich Financial Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does EnRich Financial Partners get paid?","answer":"EnRich Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}