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Elaine Beckett Rich

Investment adviser representative at Enrich Financial Partners LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$556.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Enrich Financial Partners LLCJul 2003 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

Enrich Financial Partners LLC

$556.8MAssets managed
426Clients
4Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4449029
Firm CRD
111234
Advisor's SEC record (opens in a new tab)
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