Enrich Financial Partners Llc
- Regulatory AUM
- $557M
- Discretionary
- $557M
- Clients
- 426
- Avg AUM / client
- $1.3M
- Accounts
- 1,636
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Investments (13F portfolio — 64 positions, $377,074,770)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | EMERGING MKTS CO | $43,964,163 | 1,272,479 | 11.7% | 7.9% |
| 2 | Dimensional Etf Trust | INTL CORE EQUITY | $39,825,999 | 1,120,912 | 10.6% | 7.15% |
| 3 | Dimensional Etf Trust | US TARGETED VLU | $32,574,976 | 521,617 | 8.64% | 5.85% |
| 4 | Dimensional Etf Trust | US LARGE CAP VAL | $32,431,163 | 908,182 | 8.6% | 5.82% |
| 5 | Vanguard Index Fds | S&P 500 ETF SHS | $27,867,195 | 46,636 | 7.39% | 5.0% |
| 6 | Pimco Etf Tr | MULTISECTOR BD | $23,652,116 | 902,753 | 6.27% | 4.25% |
| 7 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $22,881,092 | 501,558 | 6.07% | 4.11% |
| 8 | Dimensional Etf Trust | US SMALL CAP ETF | $18,254,733 | 256,639 | 4.84% | 3.28% |
| 9 | Dimensional Etf Trust | INTERNATNAL VAL | $16,786,593 | 318,048 | 4.45% | 3.01% |
| 10 | Vanguard Index Fds | MID CAP ETF | $16,187,579 | 56,367 | 4.29% | 2.91% |
| 11 | Capital Grp Fixed Incm Etf T | MUNICIPAL INCOME | $11,012,149 | 405,604 | 2.92% | 1.98% |
| 12 | First Tr Exch Traded Fd Iii | MUNI HI INCM ETF | $8,508,709 | 178,980 | 2.26% | 1.53% |
| 13 | First Tr Exch Traded Fd Iii | SHRT DUR MNG MUN | $8,295,755 | 415,619 | 2.2% | 1.49% |
| 14 | Vaneck Etf Trust | MRNGSTR WDE MOAT | $8,226,407 | 85,071 | 2.18% | 1.48% |
| 15 | American Centy Etf Tr | US LARGE CAP VLU | $8,061,157 | 100,002 | 2.14% | 1.45% |
| 16 | Dimensional Etf Trust | US EQUITY MARKET | $6,871,820 | 96,909 | 1.82% | 1.23% |
| 17 | American Centy Etf Tr | AVANTIS EMGMKT | $6,430,165 | 79,799 | 1.71% | 1.15% |
| 18 | Dimensional Etf Trust | US MKTWIDE VALUE | $6,378,484 | 131,624 | 1.69% | 1.15% |
| 19 | American Centy Etf Tr | US SML CP VALU | $6,126,909 | 55,462 | 1.62% | 1.1% |
| 20 | Vanguard Index Fds | GROWTH ETF | $5,058,607 | 11,581 | 1.34% | 0.91% |
| 21 | American Centy Etf Tr | AVANTIS U S QUAL | $2,415,995 | 42,581 | 0.64% | 0.43% |
| 22 | Dimensional Etf Trust | EMERGING MKTS VA | $1,722,945 | 48,154 | 0.46% | 0.31% |
| 23 | Vanguard Index Fds | LARGE CAP ETF | $1,647,912 | 5,514 | 0.44% | 0.3% |
| 24 | Apple Inc | COM | $1,622,642 | 6,394 | 0.43% | 0.29% |
| 25 | American Centy Etf Tr | INTL EQT ETF | $1,402,449 | 16,531 | 0.37% | 0.25% |
Top 25 of 64 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 137 | $28.4M | 5.11% |
| High net worth individuals | 288 | $527M | 94.7% |
| Charitable organizations | 1 | $1.3M | 0.23% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher David Rich | Member / Owner / Chief Compliance Officer | CFP | Jul 2003 (23y) | 50% – 75% |
| Elaine Beckett Rich | Member / Owner | CFP | Jul 2003 (23y) | 50% – 75% |
| Trent Tredinnick | Registered representative | CFP Chartered Financial Consultant | Aug 2024 (2y) | |
| Neil Robert Dinndorf | Registered representative | CFP | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $529M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗