ENDOWE ADVISORY LLC

RIASEC RegisteredEst. 2025
Total AUM
$300
Discretionary
$300
100% of AUM
Avg account
$150
Accounts
2
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Cash & Cash Equivalents 33%67%
  • Public Funds/Mutual Funds67%
  • Cash & Cash Equivalents33%

Contacts

1 of 1
  • Adaeze Ezeh

    CCO, Managing MemberCRD 8164551

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth