ENDOWMENT WEALTH MANAGEMENT, INC.

W6272 Communication Court
Appleton, Wisconsin 54914-8531
Tel: 920-785-6010

About ENDOWMENT WEALTH MANAGEMENT, INC.

ENDOWMENT WEALTH MANAGEMENT, INC, formally registered with the SEC as ENDOWMENT WEALTH MANAGEMENT, INC. The firm was established in 02/08/2018. They have over 6 offices throughout the country.

ENDOWMENT WEALTH MANAGEMENT, INC. is a Appleton, Wisconsin based Financial Planning firm with nearly $296,249,741 assets under management, offering retirement planning & investment advisory services to 1546 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108652
SEC#	801-112413
Assets Managed by Firm	$296,249,741
No. of Clients	1546
No. of Advisors	12

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1546	$296,249,741
Individuals (other than high net worth individuals)	175	$59,751,359
High net worth individuals	92	$190,433,976
Pension and profit sharing plans	0	$605,785
Corporations or other businesses	0	$206,800

Inquire with ENDOWMENT WEALTH MANAGEMENT, INC.

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