ENRICH FINANCIAL PARTNERS LLC

RIASEC RegisteredEst. 2015
Total AUM
$557M
Discretionary
$557M
100% of AUM
Avg account
$340K
Accounts
1,636
Employees
8
Advisory reps
4

Firm details

Headquarters
MADISON, Wisconsin
CRD number
111234
Registered since
May 5, 2015
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 32%, Non-Exchange Traded Equities 1%66%
  • 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

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 59

Active vs passive

$401M in ETFs

Passive

17%

$68.2M

Active

82%

$333M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM)DimensionalActiveDiversified Emerging Mkts$44M1,272,47910.96%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth