ENDOWE ADVISORY LLC
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 338697
- Registered since
- December 8, 2025
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Endowe Advisory LLC is an LLC that registers with the SEC in 2025 and focuses on portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-AUM basis and reports a client base made up of individuals and families. Ownership is listed as a mix of a domestic entity and an individual. Endowe identifies as a single-state, non-ESG-focused adviser and does not present itself as a capital allocator, pension consultant, related adviser, or multi-state manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Cash & Cash Equivalents33%
Contacts
1 of 1Adaeze Ezeh
CCO, Managing MemberCRD 8164551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 18 Th S 2 St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
XOOMFI ADVISORS
RIASAN JOSE, CA
SKYSPHERE LLC
RIASAN JOSE, CA
DESAI WEALTH LLC
RIASAN JOSE, CA
ANDREY, DOUGLAS
RIASAN JOSE, CA
JAMES A. JIMENEZ
RIASAN JOSE, CA
STERLING ADVISORY SERVICES, LLC
RIASAN JOSE, CA