Enrich Finance LLC
SEC RegisteredKnow your portfolio is on plan.
About the firm
Enrich is a flat-fee portfolio monitoring tool built for DIY investors, charging $50/year with no AUM fees, no commissions, and no custody of assets. It helps users keep every account and goal on track by monitoring for allocation drift, idle cash, and tax-loss harvesting opportunities, delivering plain-English trade checklists that users execute themselves. Enrich is an SEC-registered RIA acting as a fiduciary.
Areas of expertise
Services
Portfolio monitoring across multiple accounts and goals, allocation drift detection, idle cash alerts, tax-loss harvesting identification, intelligent rebalancing recommendations, and plain-English trade checklists; offered via a mobile app with read-only account linking or manual holdings entry. Flat $50/year fee with no AUM charges, no commissions, and no asset custody.
Who they serve
Savvy DIY investors who want to manage their own portfolios across multiple brokerage accounts and goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 92 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
92 total clients reported on Form ADV.
Office locations
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Enrich Finance LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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