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ENRICH FINANCIAL PARTNERS LLC

MADISON, WI · CRD 111234 · IAPD ↗ · 608-275-3442

$556.8MRegulatory AUM
4Advisory reps
8Employees
14Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ENRICH FINANCIAL PARTNERS LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — ENRICH FINANCIAL PARTNERS LLC crossed $500M in regulatory AUM ($478.5M -> $556.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.