Enrich Financial Partners LLC
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 111234
- Registered since
- May 5, 2015
- Website
- enrichpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.67%
- Individuals5.11%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Enrich Financial Partners LLC is an independent, SEC-registered investment advisory firm that began operating in 2015 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions. It also performs manager selection for third-party advisers, indicating a role as a capital allocator in client portfolios. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, suggesting flexibility for planning-focused and advisory relationships. The firm does not identify itself as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds32%
- Non-Exchange Traded Equities1%
Contacts
3 of 4
Trent Tredinnick
Wealth AdvisorCRD 6303273
Neil Dinndorf
Partner, Wealth AdvisorCRD 4811032
Christopher Rich
Founder & Senior Wealth AdvisorCRD 2369596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$401M in ETFs
17%
$68.2M
82%
$333M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM) | Dimensional | Active | Diversified Emerging Mkts | $44M | 1,272,479 | 10.96% |
Location
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 6502 Grand Teton Plz
- Time zone
- CT (UTC-6)
- Office locations
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