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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- FusionEmber vertex +more
- Established Date
- 03-01-2004
- Office Locations
- 1
Office Locations
About Enrich Financial Partners LLC
EnRich Financial Partners is a Madison, WI-based RIA that acts as a "Family CFO," combining comprehensive financial planning with ongoing portfolio management. The team supports clients from early-career families through retirement, covering budgeting and student loans, insurance, tax and estate planning, and retirement income decisions (Social Security/Medicare). Portfolios emphasize diversified ETF and public fund allocations, custodied at Schwab/TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER DAVID RICH
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #2369596
- Ownership
- 50% but less than 75%
ELAINE BECKETT RICH
Financial Advisor, General Partner, Owner
- CRD
- #4449029
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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NEIL ROBERT DINNDORF
Partner, Wealth Advisor
- CRD
- #4811032
TRENT TREDINNICK
Wealth Advisor
- CRD
- #6303273
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $556,514,357 | $340,376 |
| Non-Discretionary | $297,683 | $297,683 |
| Total | $556,812,040 | $340,350 |
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Separately Managed Accounts
Total SMA Asset: $556,812,040
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $566,042,064 | 36.0% |
| Public Funds | $309,750,796 | 19.7% |
| Equity - OTC | $696,546,207 | 44.3% |
| Total | $1,572,339,067 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX OPTIMA VALUE | MERIDIAN DELTA | PY689MG6E | DJHFF | 6.83% | $80,063,761 |
| RIDGE ALPHA | BEACON FOCUS | LV7AE4VH8 | BNKAR | 6.40% | $34,320,236 |
| MATRIX OAK MOMENTUM | FUSION HORIZON | M3202NWCE | AQGBX | 4.10% | $61,838,378 |
| FOUNDATION LEGACY | ALPHA TIMBER | R07LE75NE | KVPUP | 12.46% | $64,349,941 |
| PRIME BEACON BRIDGE | VALUE HARBOR | 78OISFUHV | KOZL | 9.95% | $26,124,571 |
| TIMBER FOUNDATION | MERIDIAN MERIDIAN | PKXA6FLPL | FVJ | 3.19% | $20,606,445 |
| BRIDGE CREST CREST | OPTIMA MOMENTUM | NNJ9B1K71 | NIWA | 8.07% | $45,701,216 |
| BEACON RADIAL | INSIGHT VERTEX | AUJ8Y7WDF | NBC | 8.36% | $104,327,727 |