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ENRICH FINANCE LLC

SAN FRANCISCO, CA · CRD 337784 · IAPD ↗ · enrichfinance.com · 415-949-7080

$0Regulatory AUM
1Advisory reps
4Employees
92Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — ENRICH FINANCE LLC notice-filed in AZ, FL, IL, MA, MD, PA, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
March 2026 — ENRICH FINANCE LLC notice-filed in NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — ENRICH FINANCE LLC (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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