Endowment Wealth Management, Inc.

RIASEC Registered

Total AUM

$609M

Discretionary

$403M

66% of AUM

Avg account

$199K

Accounts

3,057

Employees

Advisory reps

Firm details

Headquarters: Appleton, Wisconsin
CRD number: 108652
Registered since: February 8, 2018
Website: endowmentwm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI56.87%
Individuals25.91%
Pooled Investment Vehicles15.35%
Charitable Organizations1.09%
Pension & Profit Sharing Plans0.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Endowment Wealth Management, Inc. is an independent, SEC-registered registered investment adviser (registered in 2018) that manages wealth for both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of financial planning and portfolio management services across individual accounts and pooled vehicles, plus selection-of-adviser services and educational programming. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed, and performance-based fee options. The firm does not market itself as an active ESG investor.