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ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652 · SEC 801-112413
W6272 COMMUNICATION COURT, APPLETON, WI, 54914-8531, United States
Phone
920-785-6010
Fax
920.227.0521
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$609.2M
Discretionary AUM
$402.5M
Team
14 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersEducational seminarsADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 326 | $157.8M |
| High net worth individuals | 145 | $346.5M |
| Pooled investment vehicles | 11 | $93.5M |
| Pension/profit sharing plans | 4 | $3.6M |
| Charitable organizations | 4 | $6.6M |
| Corporations/business entities | 1 | $1.2M |
States served
AZ, GA, IL, MN, NC, OR, SC, TN, WI, WA, TX, FL
All web addresses on file
- https://www.youtube.com/@endowmentwealthmanagement
- https://alpha-maven.com/company/endowment-wealth-management-inc
- https://www.GlobalAlts.com
- https://www.linkedin.com/company/global-alts
- HTTPS://X.COM/ENDOWMENTWM
- HTTPS://WWW.FACEBOOK.COM/ENDOWMENTWM/
- https://www.hvst.com/page/endowment-wealth-management
- https://www.linkedin.com/company/endowment-wealth-management-inc-
- https://www.napfa.org/firm/45553/29443
- HTTPS://WWW.ENDOWMENTWM.COM/
- https://x.com/GlobalAltsMgmt
- https://thervo.com/wi/brookfield/financial-planners/endowment-wealth-management-inc
Official SEC filing: View on IAPD