ENRICH FINANCE LLC

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
337784
Registered since
August 11, 2025
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

Enrich Finance LLC is organized as a limited liability company and is registered with the SEC as of 2025. The firm identifies its client base as individual and family clients and operates on a fixed-fee model. Ownership is held by an individual principal and the firm's classification is listed as unclassified. Public disclosures for Enrich Finance provide limited detail on its investment strategies, product lineup, or advisory activities. The firm is not flagged as an active ESG investor, is not characterized as a capital allocator, and does not list pension consulting among its services. It is also not marked as a multistate adviser or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SAMEER KALWANI

    CEO and Co-FounderCRD 5168466

Contacts

2 of 2
  • Ramesh Kalwani

    CRD 8130181

  • GARY BUTTON

    CRD 8130179

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
2261 Market St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth