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 independent registered investment advisor structured as a limited liability company and SEC-registered in 2025. The firm serves individual and family clients and bills for services as a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
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 1
Adaeze 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
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