Endowment Wealth Management, Inc.

RIASEC RegisteredEst. 2018

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 registered investment adviser that has been SEC-registered since 2018 and describes itself as a capital allocator serving both individuals/families and institutional clients. The firm offers a mix of billing arrangements — percentage of AUM, hourly, fixed-fee, and performance-based — and provides a range of advisory services including financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, selection of other advisers, and educational seminars. The firm reports it is not an active ESG investor and identifies its owner type as a combination of domestic entity and individual. Endowment Wealth Management acts as both manager and sponsor for pooled vehicles and has affiliations spanning other investment advisers, accounting relationships, and roles as general partner or managing member of funds. It positions itself to construct portfolios directly and to allocate to third-party managers where appropriate.