ENRICH FINANCIAL PARTNERS LLC
CRD #111234 SEC #801-96219 MADISON, WI 608-275-3442
SEC Registered
Total AUM
$478.5M
Discretionary
$461.4M
Employees
8
Clients
251
Accounts
1,534
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $478.5M | $461.4M | $17.1M | 8 | 15 |
| Mar 2024 | $395.1M | $381.9M | $13.2M | 8 | 17 |
| Dec 2023 | $347.1M | $336.7M | $10.4M | 8 | 19 |
| Sep 2023 | $347.1M | $336.7M | $10.4M | 8 | 19 |
| Aug 2023 | $347.1M | $336.7M | $10.4M | 8 | 19 |
| Mar 2023 | $347.1M | $336.7M | $10.4M | 8 | 19 |
| Mar 2022 | $364.5M | $355.5M | $9M | 8 | 20 |
| Mar 2021 | $317.8M | $309.9M | $7.9M | 7 | 7 |
| Dec 2020 | $237M | $233.5M | $3.5M | 7 | 7 |
| Jun 2020 | $237M | $233.5M | $3.5M | 7 | 7 |
| Apr 2020 | $237M | $233.5M | $3.5M | 7 | 7 |
| Mar 2019 | $209.8M | $206.8M | $2.9M | 7 | 7 |
| Oct 2018 | $205.9M | $205.9M | $0 | 7 | 7 |
| Mar 2018 | $205.9M | $205.9M | $0 | 7 | 7 |
| Nov 2017 | $159.1M | $159.1M | $0 | 7 | 8 |
| May 2017 | $159.1M | $159.1M | $0 | 7 | 200 |
| Mar 2017 | $159.1M | $159.1M | $0 | 6 | 200 |
| May 2016 | $126.8M | $126.8M | $0 | 7 | 200 |
| Mar 2016 | $126.8M | $126.8M | $0 | 7 | 200 |
| May 2015 | $126.9M | $126.8M | $26K | 7 | 200 |
| Apr 2015 | $126.9M | $126.8M | $26K | 7 | 200 |
| Apr 2012 | $77.2M | $77.1M | $103K | 1 | 200 |
| Apr 2012 | $77.2M | $77.1M | $103K | 1 | 200 |
| Apr 2012 | $77.2M | $77.1M | $103K | 1 | 200 |
| Mar 2012 | $77.2M | $77.1M | $103K | 1 | 200 |
| Nov 2011 | $72M | $71.9M | $100.8K | 1 | 101 |
| Mar 2011 | $72M | $71.9M | $100.8K | 5 | -- |
| Jun 2010 | $56.4M | $55.9M | $482.9K | 5 | -- |
| Mar 2010 | $56.4M | $55.9M | $482.9K | 5 | -- |
| Oct 2009 | $77.6M | $77.4M | $242.7K | 5 | -- |
| Sep 2009 | $77.6M | $77.4M | $242.7K | 5 | -- |
| Mar 2007 | $106.2M | $103.9M | $2.3M | 5 | -- |
| Feb 2006 | $71M | $6.7M | $64.3M | 5 | -- |
| Sep 2004 | $31.3M | $435.9K | $30.9M | 5 | -- |
| Aug 2004 | $31.3M | $435.9K | $30.9M | 5 | -- |
DateMar 2025
Total AUM$478.5M
Discretionary$461.4M
Non-Disc.$17.1M
Employees8
Clients15
DateMar 2024
Total AUM$395.1M
Discretionary$381.9M
Non-Disc.$13.2M
Employees8
Clients17
DateDec 2023
Total AUM$347.1M
Discretionary$336.7M
Non-Disc.$10.4M
Employees8
Clients19
DateSep 2023
Total AUM$347.1M
Discretionary$336.7M
Non-Disc.$10.4M
Employees8
Clients19
DateAug 2023
Total AUM$347.1M
Discretionary$336.7M
Non-Disc.$10.4M
Employees8
Clients19
DateMar 2023
Total AUM$347.1M
Discretionary$336.7M
Non-Disc.$10.4M
Employees8
Clients19
DateMar 2022
Total AUM$364.5M
Discretionary$355.5M
Non-Disc.$9M
Employees8
Clients20
DateMar 2021
Total AUM$317.8M
Discretionary$309.9M
Non-Disc.$7.9M
Employees7
Clients7
DateDec 2020
Total AUM$237M
Discretionary$233.5M
Non-Disc.$3.5M
Employees7
Clients7
DateJun 2020
Total AUM$237M
Discretionary$233.5M
Non-Disc.$3.5M
Employees7
Clients7
DateApr 2020
Total AUM$237M
Discretionary$233.5M
Non-Disc.$3.5M
Employees7
Clients7
DateMar 2019
Total AUM$209.8M
Discretionary$206.8M
Non-Disc.$2.9M
Employees7
Clients7
DateOct 2018
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees7
Clients7
DateMar 2018
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees7
Clients7
DateNov 2017
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees7
Clients8
DateMay 2017
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees7
Clients200
DateMar 2017
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees6
Clients200
DateMay 2016
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees7
Clients200
DateMar 2016
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees7
Clients200
DateMay 2015
Total AUM$126.9M
Discretionary$126.8M
Non-Disc.$26K
Employees7
Clients200
DateApr 2015
Total AUM$126.9M
Discretionary$126.8M
Non-Disc.$26K
Employees7
Clients200
DateApr 2012
Total AUM$77.2M
Discretionary$77.1M
Non-Disc.$103K
Employees1
Clients200
DateApr 2012
Total AUM$77.2M
Discretionary$77.1M
Non-Disc.$103K
Employees1
Clients200
DateApr 2012
Total AUM$77.2M
Discretionary$77.1M
Non-Disc.$103K
Employees1
Clients200
DateMar 2012
Total AUM$77.2M
Discretionary$77.1M
Non-Disc.$103K
Employees1
Clients200
DateNov 2011
Total AUM$72M
Discretionary$71.9M
Non-Disc.$100.8K
Employees1
Clients101
DateMar 2011
Total AUM$72M
Discretionary$71.9M
Non-Disc.$100.8K
Employees5
Clients--
DateJun 2010
Total AUM$56.4M
Discretionary$55.9M
Non-Disc.$482.9K
Employees5
Clients--
DateMar 2010
Total AUM$56.4M
Discretionary$55.9M
Non-Disc.$482.9K
Employees5
Clients--
DateOct 2009
Total AUM$77.6M
Discretionary$77.4M
Non-Disc.$242.7K
Employees5
Clients--
DateSep 2009
Total AUM$77.6M
Discretionary$77.4M
Non-Disc.$242.7K
Employees5
Clients--
DateMar 2007
Total AUM$106.2M
Discretionary$103.9M
Non-Disc.$2.3M
Employees5
Clients--
DateFeb 2006
Total AUM$71M
Discretionary$6.7M
Non-Disc.$64.3M
Employees5
Clients--
DateSep 2004
Total AUM$31.3M
Discretionary$435.9K
Non-Disc.$30.9M
Employees5
Clients--
DateAug 2004
Total AUM$31.3M
Discretionary$435.9K
Non-Disc.$30.9M
Employees5
Clients--